Kroeger Financial Partners’s Duke Energy DUK Stock Holding History

Kroeger Financial Partners’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	$44K	Buy	+348	New	+$43.9K	0.04%	86

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

Kroeger Financial Partners's DUK Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in Duke Energy (DUK) in Q2 2026: 348 shares worth $44K. The stake represents 0.04% of the portfolio and ranks #86 among its holdings.

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

Kroeger Financial Partners held 348 shares of Duke Energy worth $44K as of Q2 2026.
Duke Energy was a new Kroeger Financial Partners position in Q2 2026.
Duke Energy made up 0.04% of Kroeger Financial Partners's portfolio in Q2 2026, its #86 holding.
995 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.