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Buttonwood Financial Advisors’s Duke Energy DUK Stock Holding History

Buttonwood 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 		$277K Sell
2,190
-4
-0.2% -$505 0.08% 100
2026
Q1 		$287K Sell
2,194
-49
-2% -$6.13K 0.1% 93
2025
Q4 		$263K Sell
2,243
-43
-2% -$5.25K 0.09% 99
2025
Q3 		$283K Sell
2,286
-40
-2% -$4.85K 0.1% 97
2025
Q2 		$274K Sell
2,326
-327
-12% -$38.6K 0.11% 93
2025
Q1 		$324K Sell
2,653
-46
-2% -$5.24K 0.14% 79
2024
Q4 		$291K Sell
2,699
-121
-4% -$13.7K 0.13% 85
2024
Q3 		$325K Sell
2,820
-222
-7% -$24.7K 0.14% 84
2024
Q2 		$305K Sell
3,042
-1,000
-25% -$100K 0.14% 86
2024
Q1 		$391K Sell
4,042
-1,142
-22% -$108K 0.18% 81
2023
Q4 		$503K Sell
5,184
-279
-5% -$25.4K 0.27% 70
2023
Q3 		$482K Buy
5,463
+834
+18% +$76.5K 0.31% 71
2023
Q2 		$415K Buy
4,629
+879
+23% +$83K 0.26% 69
2023
Q1 		$362K Hold
3,750
– – 0.28% 62
2022
Q4 		$386K Sell
3,750
-400
-10% -$38.4K 0.33% 59
2022
Q3 		$365K Hold
4,150
– – 0.33% 56
2022
Q2 		$445K Buy
4,150
+2,250
+118% +$247K 0.4% 53
2022
Q1 		$212K Buy
+1,900
New +$197K 0.19% 65

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Buttonwood Financial Advisors reduced its Duke Energy (DUK) stake by 0.18% in Q2 2026, selling an estimated $505 and leaving 2,190 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #100.

Buttonwood Financial Advisors first reported a position in DUK in Q1 2022 and has held it in 18 quarters since. The position peaked at $503K in Q4 2023. 617 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Buttonwood Financial Advisors held 2,190 shares of Duke Energy worth $277K as of Q2 2026.
  • Buttonwood Financial Advisors sold 4 Duke Energy shares in Q2 2026, an estimated $505.
  • Duke Energy made up 0.08% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #100 holding.
  • Buttonwood Financial Advisors first reported a position in Duke Energy in Q1 2022 and has held it in 18 quarters since.
  • Buttonwood Financial Advisors's Duke Energy position peaked at $503K in Q4 2023.
  • 617 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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