Ashton Thomas Securities’s Duke Energy DUK Stock Holding History

Ashton Thomas Securities’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	$670K	Buy	5,295 +546	+11%	+$68.9K	0.1%	185
2026 Q1	$622K	Sell	4,749 -883	-16%	-$110K	0.08%	220
2025 Q4	$660K	Sell	5,632 -77	-1%	-$9.4K	0.13%	155
2025 Q3	$706K	Sell	5,709 -196	-3%	-$23.8K	0.1%	185
2025 Q2	$697K	Sell	5,905 -87	-1%	-$10.3K	0.17%	138
2025 Q1	$731K	Buy	+5,992	New	+$683K	0.2%	130
2024 Q4	–	Sell	-4,505	Closed	-$519K	–	487
2024 Q3	$519K	Buy	4,505 +865	+24%	+$96.3K	0.1%	173
2024 Q2	$281K	Buy	+3,640	New	+$364K	0.07%	194

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

Ashton Thomas Securities's DUK Position: Q2 2026 in Review

Ashton Thomas Securities increased its Duke Energy (DUK) stake by 11% in Q2 2026, buying an estimated $68.9K and bringing the position to 5,295 shares worth $670K. The position accounts for 0.1% of the portfolio, ranked #185.

Ashton Thomas Securities first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. The position peaked at $731K in Q1 2025. 919 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Ashton Thomas Securities held 5,295 shares of Duke Energy worth $670K as of Q2 2026.
Ashton Thomas Securities bought 546 Duke Energy shares in Q2 2026, an estimated $68.9K.
Duke Energy made up 0.1% of Ashton Thomas Securities's portfolio in Q2 2026, its #185 holding.
Ashton Thomas Securities first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
Ashton Thomas Securities's Duke Energy position peaked at $731K in Q1 2025.
919 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.