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Benedict Financial Advisors’s Duke Energy DUK Stock Holding History

Benedict Financial Advisors’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 		$6.29M Buy
49,700
+123
+0.2% +$15.5K 1.22% 20
2026
Q1 		$6.49M Buy
49,577
+309
+0.6% +$38.6K 1.35% 20
2025
Q4 		$5.77M Buy
49,268
+617
+1% +$75.3K 1.22% 22
2025
Q3 		$6.02M Buy
48,651
+284
+0.6% +$34.5K 1.31% 21
2025
Q2 		$5.71M Buy
48,367
+138
+0.3% +$16.3K 1.29% 22
2025
Q1 		$5.88M Buy
48,229
+499
+1% +$56.9K 1.36% 20
2024
Q4 		$5.14M Buy
47,730
+1,229
+3% +$139K 1.25% 25
2024
Q3 		$5.36M Buy
46,501
+5
+0% +$557 1.27% 25
2024
Q2 		$4.66M Sell
46,496
-67
-0.1% -$6.7K 1.18% 28
2024
Q1 		$4.5M Buy
46,563
+459
+1% +$43.5K 1.14% 27
2023
Q4 		$4.47M Buy
46,104
+174
+0.4% +$15.8K 1.22% 27
2023
Q3 		$4.05M Buy
45,930
+1,105
+2% +$101K 1.17% 30
2023
Q2 		$4.02M Buy
44,825
+707
+2% +$66.7K 1.11% 31
2023
Q1 		$4.26M Buy
44,118
+1,645
+4% +$163K 1.2% 30
2022
Q4 		$4.37M Buy
42,473
+217
+0.5% +$20.8K 1.3% 27
2022
Q3 		$3.93M Buy
42,256
+742
+2% +$79.7K 1.26% 30
2022
Q2 		$4.45M Buy
41,514
+670
+2% +$73.7K 1.32% 26
2022
Q1 		$4.56M Buy
40,844
+696
+2% +$72.3K 1.22% 29
2021
Q4 		$4.21M Buy
40,148
+1,953
+5% +$198K 1.1% 31
2021
Q3 		$3.73M Buy
38,195
+713
+2% +$73.8K 1.04% 34
2021
Q2 		$3.7M Buy
37,482
+844
+2% +$84.8K 1.03% 35
2021
Q1 		$3.54M Buy
36,638
+2,309
+7% +$211K 1.02% 33
2020
Q4 		$3.14M Buy
34,329
+1,895
+6% +$175K 1.13% 31
2020
Q3 		$2.87M Buy
32,434
+1,811
+6% +$149K 1.11% 34
2020
Q2 		$2.45M Sell
30,623
-103
-0.3% -$8.7K 1.01% 39
2020
Q1 		$2.48M Sell
30,726
-115
-0.4% -$10.6K 1.17% 32
2019
Q4 		$2.81M Buy
30,841
+303
+1% +$27.8K 1.1% 37
2019
Q3 		$2.93M Sell
30,538
-884
-3% -$80.4K 1.2% 33
2019
Q2 		$2.77M Buy
31,422
+382
+1% +$33.8K 1.16% 33
2019
Q1 		$2.79M Buy
31,040
+704
+2% +$62.1K 1.21% 30
2018
Q4 		$2.62M Sell
30,336
-114
-0.4% -$9.7K 1.29% 30
2018
Q3 		$2.44M Buy
30,450
+121
+0.4% +$9.79K 1.09% 35
2018
Q2 		$2.4M Buy
30,329
+650
+2% +$50K 1.19% 32
2018
Q1 		$2.3M Sell
29,679
-418
-1% -$32.3K 1.16% 36
2017
Q4 		$2.53M Sell
30,097
-251
-0.8% -$21.9K 1.22% 33
2017
Q3 		$2.55M Sell
30,348
-328
-1% -$28.1K 1.31% 30
2017
Q2 		$2.61M Sell
30,676
-163
-0.5% -$13.7K 1.36% 30
2017
Q1 		$2.53M Sell
30,839
-29
-0.1% -$2.31K 1.38% 31
2016
Q4 		$2.4M Buy
30,868
+286
+0.9% +$21.9K 1.38% 32
2016
Q3 		$2.42M Sell
30,582
-271
-0.9% -$22.4K 1.41% 31
2016
Q2 		$2.64M Sell
30,853
-364
-1% -$29.1K 1.55% 27
2016
Q1 		$2.52M Buy
31,217
+456
+1% +$34.5K 1.53% 27
2015
Q4 		$2.2M Buy
30,761
+447
+1% +$31.4K 1.39% 27
2015
Q3 		$2.18M Sell
30,314
-231
-0.8% -$16.7K 1.51% 25
2015
Q2 		$2.19M Sell
30,545
-1,119
-4% -$84.6K 1.42% 25
2015
Q1 		$2.44M Buy
31,664
+105
+0.3% +$8.52K 1.57% 25
2014
Q4 		$2.62M Buy
+31,559
New +$2.54M 1.72% 22

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Benedict Financial Advisors's DUK Position: Q2 2026 in Review

Benedict Financial Advisors increased its Duke Energy (DUK) stake by 0.25% in Q2 2026, buying an estimated $15.5K and bringing the position to 49,700 shares worth $6.29M. The position accounts for 1.22% of the portfolio, ranked #20.

Benedict Financial Advisors first reported a position in DUK in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.49M in Q1 2026. 501 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Benedict Financial Advisors held 49,700 shares of Duke Energy worth $6.29M as of Q2 2026.
  • Benedict Financial Advisors bought 123 Duke Energy shares in Q2 2026, an estimated $15.5K.
  • Duke Energy made up 1.22% of Benedict Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Benedict Financial Advisors first reported a position in Duke Energy in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Duke Energy position peaked at $6.49M in Q1 2026.
  • 501 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.