BFG
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Birch Financial Group’s Duke Energy DUK Stock Holding History

Birch Financial Group’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 		$413K Buy
3,260
+68
+2% +$8.58K 0.21% 83
2026
Q1 		$418K Sell
3,192
-18
-0.6% -$2.25K 0.24% 77
2025
Q4 		$376K Buy
+3,210
New +$392K 0.21% 88
2025
Q2 		– Sell
-3,478
Closed -$424K – 118
2025
Q1 		$424K Buy
+3,478
New +$396K 0.38% 58

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Birch Financial Group's DUK Position: Q2 2026 in Review

Birch Financial Group increased its Duke Energy (DUK) stake by 2.1% in Q2 2026, buying an estimated $8.58K and bringing the position to 3,260 shares worth $413K. The position accounts for 0.21% of the portfolio, ranked #83.

Birch Financial Group first reported a position in DUK in Q1 2025 and has held it in 4 quarters since. The position peaked at $424K in Q1 2025. 897 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Birch Financial Group held 3,260 shares of Duke Energy worth $413K as of Q2 2026.
  • Birch Financial Group bought 68 Duke Energy shares in Q2 2026, an estimated $8.58K.
  • Duke Energy made up 0.21% of Birch Financial Group's portfolio in Q2 2026, its #83 holding.
  • Birch Financial Group first reported a position in Duke Energy in Q1 2025 and has held it in 4 quarters since.
  • Birch Financial Group's Duke Energy position peaked at $424K in Q1 2025.
  • 897 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.