bLong Financial’s Duke Energy DUK Stock Holding History

bLong Financial’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	$222K	Hold	1,751	–	–	0.14%	72
2026 Q1	$229K	Hold	1,751	–	–	0.17%	68
2025 Q4	$205K	Sell	1,751 -333	-16%	-$40.7K	0.14%	72
2025 Q3	$258K	Hold	2,084	–	–	0.18%	66
2025 Q2	$246K	Hold	2,084	–	–	0.19%	66
2025 Q1	$254K	Hold	2,084	–	–	0.23%	65
2024 Q4	$225K	Buy	+2,084	New	+$236K	0.19%	69

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

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

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

bLong Financial's DUK Position: Q2 2026 in Review

bLong Financial held its Duke Energy (DUK) position steady in Q2 2026 at 1,751 shares worth $222K. The position accounts for 0.14% of the portfolio, ranked #72.

bLong Financial first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q3 2025. 824 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

bLong Financial held 1,751 shares of Duke Energy worth $222K as of Q2 2026.
bLong Financial left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.14% of bLong Financial's portfolio in Q2 2026, its #72 holding.
bLong Financial first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
bLong Financial's Duke Energy position peaked at $258K in Q3 2025.
824 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on bLong Financial's 13F filing for Q2 2026, filed 21 Jul 2026.