AFC
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Ares Financial Consulting’s Duke Energy DUK Stock Holding History

Ares Financial Consulting’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 		$36.6K Hold
289
– – 0.03% 284
2026
Q1 		$37.8K Buy
289
+89
+45% +$11.1K 0.03% 261
2025
Q4 		$23.4K Buy
+200
New +$24.4K 0.02% 241

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ares Financial Consulting's DUK Position: Q2 2026 in Review

Ares Financial Consulting held its Duke Energy (DUK) position steady in Q2 2026 at 289 shares worth $36.6K. The position accounts for 0.03% of the portfolio, ranked #284.

Ares Financial Consulting first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.8K in Q1 2026. 1,460 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Ares Financial Consulting held 289 shares of Duke Energy worth $36.6K as of Q2 2026.
  • Ares Financial Consulting left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.03% of Ares Financial Consulting's portfolio in Q2 2026, its #284 holding.
  • Ares Financial Consulting first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Duke Energy position peaked at $37.8K in Q1 2026.
  • 1,460 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.