Certified Advisory Corp’s Duke Energy DUK Stock Holding History

Certified Advisory Corp’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	$2.54M	Sell	20,048 -683	-3%	-$86.2K	0.2%	110
2026 Q1	$2.71M	Buy	20,731 +288	+1%	+$36K	0.24%	100
2025 Q4	$2.4M	Buy	20,443 +197	+1%	+$24.1K	0.22%	107
2025 Q3	$2.51M	Buy	20,246 +1,043	+5%	+$127K	0.24%	102
2025 Q2	$2.27M	Buy	19,203 +26	+0.1%	+$3.07K	0.24%	104
2025 Q1	$2.34M	Sell	19,177 -152	-0.8%	-$17.3K	0.26%	99
2024 Q4	$2.08M	Buy	19,329 +278	+1%	+$31.5K	0.23%	105
2024 Q3	$2.2M	Buy	19,051 +1,904	+11%	+$212K	0.24%	102
2024 Q2	$1.72M	Sell	17,147 -1,151	-6%	-$115K	0.22%	109
2024 Q1	$1.77M	Buy	18,298 +707	+4%	+$67.1K	0.25%	103
2023 Q4	$1.71M	Buy	17,591 +14	+0.1%	+$1.27K	0.26%	102
2023 Q3	$1.55M	Buy	17,577 +92	+0.5%	+$8.44K	0.29%	95
2023 Q2	$1.57M	Buy	17,485 +61	+0.4%	+$5.76K	0.29%	90
2023 Q1	$1.68M	Sell	17,424 -35	-0.2%	-$3.46K	0.3%	91
2022 Q4	$1.8M	Buy	17,459 +104	+0.6%	+$9.98K	0.36%	82
2022 Q3	$1.61M	Buy	17,355 +34	+0.2%	+$3.65K	0.37%	78
2022 Q2	$1.86M	Buy	17,321 +689	+4%	+$75.8K	0.41%	69
2022 Q1	$1.86M	Buy	16,632 +676	+4%	+$70.2K	0.39%	72
2021 Q4	$1.67M	Buy	15,956 +353	+2%	+$35.8K	0.37%	71
2021 Q3	$1.52M	Buy	15,603 +88	+0.6%	+$9.11K	0.37%	67
2021 Q2	$1.53M	Buy	15,515 +2,956	+24%	+$297K	0.39%	64
2021 Q1	$1.21M	Buy	+12,559	New	+$1.15M	0.31%	76
2020 Q2	$980K	Buy	12,261 +1,118	+10%	+$94.5K	0.32%	78
2020 Q1	$901K	Buy	11,143 +428	+4%	+$39.3K	0.36%	68
2019 Q4	$977K	Sell	10,715 -319	-3%	-$29.2K	0.31%	79
2019 Q3	$1.06M	Sell	11,034 -469	-4%	-$42.7K	0.37%	67
2019 Q2	$1.01M	Buy	11,503 +692	+6%	+$61.2K	0.38%	64
2019 Q1	$973K	Sell	10,811 -246	-2%	-$21.7K	0.41%	63
2018 Q4	$954K	Sell	11,057 -13	-0.1%	-$1.11K	0.5%	51
2018 Q3	$886K	Buy	11,070 +14	+0.1%	+$1.13K	0.41%	62
2018 Q2	$874K	Buy	11,056 +85	+0.8%	+$6.54K	0.49%	57
2018 Q1	$849K	Buy	10,971 +167	+2%	+$12.9K	0.5%	55
2017 Q4	$908K	Buy	+10,804	New	+$944K	0.65%	42

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Certified Advisory Corp's DUK Position: Q2 2026 in Review

Certified Advisory Corp reduced its Duke Energy (DUK) stake by 3.3% in Q2 2026, selling an estimated $86.2K and leaving 20,048 shares worth $2.54M. The position accounts for 0.2% of the portfolio, ranked #110.

Certified Advisory Corp first reported a position in DUK in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.71M in Q1 2026. 864 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Certified Advisory Corp held 20,048 shares of Duke Energy worth $2.54M as of Q2 2026.
Certified Advisory Corp sold 683 Duke Energy shares in Q2 2026, an estimated $86.2K.
Duke Energy made up 0.2% of Certified Advisory Corp's portfolio in Q2 2026, its #110 holding.
Certified Advisory Corp first reported a position in Duke Energy in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's Duke Energy position peaked at $2.71M in Q1 2026.
864 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.