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CFS Investment Advisory Services’s Duke Energy DUK Stock Holding History

CFS Investment Advisory Services’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 		$1.37M Buy
10,565
+7
+0.1% +$883 0.09% 165
2026
Q1 		$1.35M Buy
10,558
+112
+1% +$14K 0.09% 164
2025
Q4 		$1.22M Buy
10,446
+612
+6% +$74.7K 0.09% 166
2025
Q3 		$1.25M Buy
9,834
+160
+2% +$19.4K 0.09% 162
2025
Q2 		$1.14M Buy
9,674
+43
+0.4% +$5.07K 0.09% 160
2025
Q1 		$1.18M Sell
9,631
-6
-0.1% -$684 0.1% 157
2024
Q4 		$1.04M Sell
9,637
-22
-0.2% -$2.49K 0.09% 154
2024
Q3 		$1.11M Sell
9,659
-10
-0.1% -$1.11K 0.09% 148
2024
Q2 		$969K Buy
9,669
+302
+3% +$30.2K 0.08% 145
2024
Q1 		$906K Buy
9,367
+823
+10% +$78.1K 0.15% 88
2023
Q4 		$829K Sell
8,544
-3,625
-30% -$330K 0.15% 83
2023
Q3 		$1.07M Buy
12,169
+8,595
+240% +$788K 0.17% 91
2023
Q2 		$321K Buy
3,574
+766
+27% +$72.3K 0.04% 202
2023
Q1 		$271K Sell
2,808
-2,592
-48% -$256K 0.05% 125
2022
Q4 		$556K Sell
5,400
-5,948
-52% -$571K 0.13% 83
2022
Q3 		$0 Buy
+11,348
New +$1.22M ﹤0.01% 266
2022
Q2 		– Sell
-31,153
Closed – – 303
2022
Q1 		$0 Buy
+31,153
New +$3.24M ﹤0.01% 451

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CFS Investment Advisory Services's DUK Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Duke Energy (DUK) stake by 0.07% in Q2 2026, buying an estimated $883 and bringing the position to 10,565 shares worth $1.37M. The position accounts for 0.09% of the portfolio, ranked #165.

CFS Investment Advisory Services first reported a position in DUK in Q1 2022 and has held it in 17 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • CFS Investment Advisory Services held 10,565 shares of Duke Energy worth $1.37M as of Q2 2026.
  • CFS Investment Advisory Services bought 7 Duke Energy shares in Q2 2026, an estimated $883.
  • Duke Energy made up 0.09% of CFS Investment Advisory Services's portfolio in Q2 2026, its #165 holding.
  • CFS Investment Advisory Services first reported a position in Duke Energy in Q1 2022 and has held it in 17 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.