Planning Strategies Inc.’s Duke Energy DUK Stock Holding History

Planning Strategies Inc.’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$82.7K	Buy	+653	New	+$82.4K	0.05%	120

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Planning Strategies Inc.'s DUK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Duke Energy (DUK) in Q2 2026: 653 shares worth $82.7K. The stake represents 0.05% of the portfolio and ranks #120 among its holdings.

979 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Planning Strategies Inc. held 653 shares of Duke Energy worth $82.7K as of Q2 2026.
Duke Energy was a new Planning Strategies Inc. position in Q2 2026.
Duke Energy made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #120 holding.
979 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.