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XY Planning Network’s Duke Energy DUK Stock Holding History

XY Planning Network’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 		$874K Buy
6,905
+397
+6% +$50.1K 0.11% 157
2026
Q1 		$852K Buy
6,508
+215
+3% +$26.9K 0.14% 141
2025
Q4 		$738K Buy
+6,293
New +$768K 0.13% 141

Other funds holding DUK

SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

XY Planning Network's DUK Position: Q2 2026 in Review

XY Planning Network increased its Duke Energy (DUK) stake by 6.1% in Q2 2026, buying an estimated $50.1K and bringing the position to 6,905 shares worth $874K. The position accounts for 0.11% of the portfolio, ranked #157.

XY Planning Network first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • XY Planning Network held 6,905 shares of Duke Energy worth $874K as of Q2 2026.
  • XY Planning Network bought 397 Duke Energy shares in Q2 2026, an estimated $50.1K.
  • Duke Energy made up 0.11% of XY Planning Network's portfolio in Q2 2026, its #157 holding.
  • XY Planning Network first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.