Acorn Financial Advisory Services’s Duke Energy DUK Stock Holding History

Acorn Financial Advisory Services’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	$365K	Sell	2,885 -103	-3%	-$13K	0.05%	161
2026 Q1	$391K	Sell	2,988 -33	-1%	-$4.13K	0.05%	142
2025 Q4	$354K	Buy	3,021 +35	+1%	+$4.27K	0.05%	145
2025 Q3	$369K	Sell	2,986 -54	-2%	-$6.55K	0.06%	137
2025 Q2	$359K	Sell	3,040 -695	-19%	-$82K	0.06%	136
2025 Q1	$456K	Buy	3,735 +490	+15%	+$55.9K	0.08%	112
2024 Q4	$350K	Buy	3,245 +1	+0%	+$113	0.06%	148
2024 Q3	$374K	Buy	3,244 +1	+0%	+$111	0.07%	136
2024 Q2	$325K	Sell	3,243 -4	-0.1%	-$400	0.06%	149
2024 Q1	$314K	Sell	3,247 -986	-23%	-$93.5K	0.06%	155
2023 Q4	$411K	Sell	4,233 -87	-2%	-$7.91K	0.07%	162
2023 Q3	$379K	Hold	4,320	–	–	0.07%	164
2023 Q2	$388K	Buy	4,320 +475	+12%	+$44.8K	0.07%	166
2023 Q1	$371K	Buy	3,845 +184	+5%	+$18.2K	0.07%	155
2022 Q4	$377K	Buy	3,661 +1	+0%	+$96	0.08%	149
2022 Q3	$341K	Sell	3,660 -329	-8%	-$35.3K	0.08%	157
2022 Q2	$427K	Buy	3,989 +323	+9%	+$35.5K	0.1%	132
2022 Q1	$408K	Buy	3,666 +104	+3%	+$10.8K	0.08%	154
2021 Q4	$374K	Sell	3,562 -75	-2%	-$7.6K	0.07%	161
2021 Q3	$357K	Sell	3,637 -2,169	-37%	-$225K	0.11%	160
2021 Q2	$574K	Hold	5,806	–	–	0.17%	136
2021 Q1	$563K	Buy	5,806 +1	+0%	+$91	0.21%	115
2020 Q4	$530K	Sell	5,805 -1,681	-22%	-$155K	0.21%	123
2020 Q3	$664K	Buy	7,486 +2,101	+39%	+$173K	0.35%	85
2020 Q2	$430K	Buy	5,385 +1,266	+31%	+$107K	0.3%	114
2020 Q1	$333K	Buy	4,119 +372	+10%	+$34.2K	0.33%	109
2019 Q4	$341K	Buy	+3,747	New	+$344K	0.29%	121

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

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Acorn Financial Advisory Services's DUK Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Duke Energy (DUK) stake by 3.4% in Q2 2026, selling an estimated $13K and leaving 2,885 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #161.

Acorn Financial Advisory Services first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $664K in Q3 2020. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Acorn Financial Advisory Services held 2,885 shares of Duke Energy worth $365K as of Q2 2026.
Acorn Financial Advisory Services sold 103 Duke Energy shares in Q2 2026, an estimated $13K.
Duke Energy made up 0.05% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #161 holding.
Acorn Financial Advisory Services first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's Duke Energy position peaked at $664K in Q3 2020.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.