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Archford Capital Strategies’s Duke Energy DUK Stock Holding History

Archford Capital Strategies’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 		$1.01M Buy
7,979
+137
+2% +$17.3K 0.1% 173
2026
Q1 		$1.03M Sell
7,842
-122
-2% -$15.3K 0.12% 168
2025
Q4 		$933K Sell
7,964
-6
-0.1% -$733 0.11% 168
2025
Q3 		$986K Sell
7,970
-24
-0.3% -$2.91K 0.12% 165
2025
Q2 		$943K Sell
7,994
-418
-5% -$49.3K 0.12% 156
2025
Q1 		$1.03M Sell
8,412
-43
-0.5% -$4.9K 0.15% 142
2024
Q4 		$911K Sell
8,455
-6
-0.1% -$680 0.14% 141
2024
Q3 		$974K Buy
8,461
+362
+4% +$40.3K 0.15% 132
2024
Q2 		$812K Sell
8,099
-52
-0.6% -$5.2K 0.13% 141
2024
Q1 		$788K Sell
8,151
-905
-10% -$85.9K 0.13% 142
2023
Q4 		$879K Sell
9,056
-3,953
-30% -$360K 0.16% 135
2023
Q3 		$1.15M Buy
13,009
+2,541
+24% +$233K 0.23% 107
2023
Q2 		$992K Buy
10,468
+2,885
+38% +$272K 0.19% 129
2023
Q1 		$750K Buy
7,583
+397
+6% +$39.2K 0.16% 151
2022
Q4 		$740K Buy
7,186
+1,009
+16% +$96.9K 0.17% 142
2022
Q3 		$575K Buy
6,177
+196
+3% +$21.1K 0.15% 163
2022
Q2 		$641K Buy
5,981
+1,009
+20% +$111K 0.16% 156
2022
Q1 		$559K Buy
4,972
+1,224
+33% +$127K 0.12% 169
2021
Q4 		$393K Buy
3,748
+1,180
+46% +$120K 0.09% 216
2021
Q3 		$251K Buy
2,568
+173
+7% +$17.9K 0.06% 277
2021
Q2 		$236K Buy
2,395
+328
+16% +$33K 0.06% 273
2021
Q1 		$206K Sell
2,067
-4,831
-70% -$441K 0.05% 262
2020
Q4 		$621K Sell
6,898
-1,772
-20% -$164K 0.14% 173
2020
Q3 		$768K Buy
8,670
+2,563
+42% +$211K 0.21% 141
2020
Q2 		$488K Buy
6,107
+33
+0.5% +$2.79K 0.15% 158
2020
Q1 		$491K Hold
6,074
– – 0.19% 146
2019
Q4 		$554K Sell
6,074
-2,743
-31% -$251K 0.19% 151
2019
Q3 		$845K Sell
8,817
-2,954
-25% -$269K 0.32% 99
2019
Q2 		$1.04M Sell
11,771
-325
-3% -$28.7K 0.38% 79
2019
Q1 		$1.09M Sell
12,096
-160
-1% -$14.1K 0.4% 76
2018
Q4 		$1.06M Buy
12,256
+3,080
+34% +$262K 0.42% 67
2018
Q3 		$734K Sell
9,176
-912
-9% -$73.7K 0.27% 110
2018
Q2 		$798K Sell
10,088
-630
-6% -$48.5K 0.28% 104
2018
Q1 		$901K Buy
10,718
+9
+0.1% +$696 0.38% 88
2017
Q4 		$901K Sell
10,709
-514
-5% -$44.9K 0.34% 99
2017
Q3 		$942K Buy
11,223
+105
+0.9% +$8.99K 0.35% 101
2017
Q2 		$930K Sell
11,118
-193
-2% -$16.2K 0.37% 95
2017
Q1 		$931K Buy
11,311
+36
+0.3% +$2.86K 0.35% 102
2016
Q4 		$874K Buy
11,275
+177
+2% +$13.6K 0.37% 96
2016
Q3 		$888K Sell
11,098
-308
-3% -$25.5K 0.37% 97
2016
Q2 		$978K Buy
11,406
+44
+0.4% +$3.52K 0.51% 60
2016
Q1 		$917K Buy
11,362
+107
+1% +$8.1K 0.44% 78
2015
Q4 		$925K Buy
11,255
+9,638
+596% +$678K 0.42% 80
2015
Q3 		$116K Buy
1,617
+1,195
+283% +$86.5K 0.09% 142
2015
Q2 		$30K Buy
422
+2
+0.5% +$151 0.02% 232
2015
Q1 		$32.2K Buy
420
+3
+0.7% +$243 0.02% 235
2014
Q4 		$35K Buy
417
+2
+0.5% +$161 0.03% 243
2014
Q3 		$31K Buy
415
+3
+0.7% +$219 0.02% 247
2014
Q2 		$30.6K Buy
412
+2
+0.5% +$144 0.02% 263
2014
Q1 		$29.2K Buy
+410
New +$28.6K 0.02% 276

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
MF
Milford Funds Auckland $6.14B AUM

Archford Capital Strategies's DUK Position: Q2 2026 in Review

Archford Capital Strategies increased its Duke Energy (DUK) stake by 1.7% in Q2 2026, buying an estimated $17.3K and bringing the position to 7,979 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #173.

Archford Capital Strategies first reported a position in DUK in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.15M in Q3 2023. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Archford Capital Strategies held 7,979 shares of Duke Energy worth $1.01M as of Q2 2026.
  • Archford Capital Strategies bought 137 Duke Energy shares in Q2 2026, an estimated $17.3K.
  • Duke Energy made up 0.1% of Archford Capital Strategies's portfolio in Q2 2026, its #173 holding.
  • Archford Capital Strategies first reported a position in Duke Energy in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's Duke Energy position peaked at $1.15M in Q3 2023.
  • 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.