AF
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Advisornet Financial’s Duke Energy DUK Stock Holding History

Advisornet Financial’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 		$891K Buy
7,038
+455
+7% +$57.4K 0.04% 299
2026
Q1 		$862K Sell
6,583
-32
-0.5% -$4K 0.04% 284
2025
Q4 		$775K Buy
6,615
+230
+4% +$28.1K 0.04% 297
2025
Q3 		$790K Sell
6,385
-226
-3% -$27.4K 0.04% 289
2025
Q2 		$780K Sell
6,611
-141
-2% -$16.6K 0.05% 279
2025
Q1 		$824K Buy
6,752
+809
+14% +$92.2K 0.06% 257
2024
Q4 		$640K Buy
5,943
+693
+13% +$78.5K 0.05% 264
2024
Q3 		$605K Buy
5,250
+428
+9% +$47.6K 0.05% 293
2024
Q2 		$483K Buy
4,822
+1,123
+30% +$112K 0.04% 312
2024
Q1 		$358K Buy
3,699
+1,556
+73% +$148K 0.03% 357
2023
Q4 		$208K Buy
2,143
+319
+17% +$29K 0.02% 462
2023
Q3 		$161K Sell
1,824
-386
-17% -$35.4K 0.01% 499
2023
Q2 		$198K Sell
2,210
-5
-0.2% -$472 0.02% 476
2023
Q1 		$214K Buy
2,215
+251
+13% +$24.8K 0.02% 450
2022
Q4 		$202K Sell
1,964
-1,146
-37% -$110K 0.02% 469
2022
Q3 		$289K Buy
3,110
+26
+0.8% +$2.79K 0.03% 421
2022
Q2 		$331K Sell
3,084
-2
-0.1% -$220 0.03% 393
2022
Q1 		$345K Sell
3,086
-853
-22% -$88.6K 0.02% 438
2021
Q4 		$413K Buy
3,939
+3
+0.1% +$304 0.03% 436
2021
Q3 		$384K Buy
3,936
+258
+7% +$26.7K 0.03% 416
2021
Q2 		$363K Sell
3,678
-131
-3% -$13.2K 0.02% 441
2021
Q1 		$368K Buy
3,809
+1,820
+92% +$166K 0.03% 416
2020
Q4 		$182K Sell
1,989
-25
-1% -$2.31K 0.01% 527
2020
Q3 		$178K Buy
2,014
+29
+1% +$2.39K 0.02% 516
2020
Q2 		$159K Buy
1,985
+158
+9% +$13.4K 0.01% 546
2020
Q1 		$148K Sell
1,827
-553
-23% -$50.8K 0.01% 523
2019
Q4 		$217K Sell
2,380
-1,166
-33% -$107K 0.02% 487
2019
Q3 		$340K Buy
3,546
+1,871
+112% +$170K 0.03% 399
2019
Q2 		$148K Buy
1,675
+691
+70% +$61.1K 0.02% 509
2019
Q1 		$89K Buy
984
+198
+25% +$17.5K 0.01% 582
2018
Q4 		$68K Buy
786
+52
+7% +$4.43K 0.01% 610
2018
Q3 		$59K Sell
734
-998
-58% -$80.7K 0.01% 679
2018
Q2 		$137K Buy
1,732
+1,002
+137% +$77.1K 0.02% 463
2018
Q1 		$57K Buy
730
+2
+0.3% +$155 0.01% 662
2017
Q4 		$61K Buy
+728
New +$63.6K 0.01% 597

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

Advisornet Financial's DUK Position: Q2 2026 in Review

Advisornet Financial increased its Duke Energy (DUK) stake by 6.9% in Q2 2026, buying an estimated $57.4K and bringing the position to 7,038 shares worth $891K. The position accounts for 0.04% of the portfolio, ranked #299.

Advisornet Financial first reported a position in DUK in Q4 2017 and has held it in 35 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Advisornet Financial held 7,038 shares of Duke Energy worth $891K as of Q2 2026.
  • Advisornet Financial bought 455 Duke Energy shares in Q2 2026, an estimated $57.4K.
  • Duke Energy made up 0.04% of Advisornet Financial's portfolio in Q2 2026, its #299 holding.
  • Advisornet Financial first reported a position in Duke Energy in Q4 2017 and has held it in 35 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.