CGC Financial Services’s Duke Energy DUK Stock Holding History

CGC Financial 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	$55.4K	Buy	438 +130	+42%	+$16.4K	0.01%	130
2026 Q1	$40.3K	Hold	308	–	–	0.01%	138
2025 Q4	$36.1K	Hold	308	–	–	0.01%	151
2025 Q3	$38.1K	Hold	308	–	–	0.01%	143
2025 Q2	$36.3K	Hold	308	–	–	0.01%	138
2025 Q1	$37.6K	Hold	308	–	–	0.01%	124
2024 Q4	$33.2K	Buy	308 +242	+367%	+$27.4K	0.01%	128
2024 Q3	$7.61K	Hold	66	–	–	﹤0.01%	217
2024 Q2	$6.62K	Hold	66	–	–	﹤0.01%	223
2024 Q1	$6.38K	Hold	66	–	–	﹤0.01%	236
2023 Q4	$6.41K	Hold	66	–	–	﹤0.01%	245
2023 Q3	$5.83K	Hold	66	–	–	﹤0.01%	201
2023 Q2	$5.92K	Buy	+66	New	+$6.23K	﹤0.01%	207

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

CGC Financial Services's DUK Position: Q2 2026 in Review

CGC Financial Services increased its Duke Energy (DUK) stake by 42% in Q2 2026, buying an estimated $16.4K and bringing the position to 438 shares worth $55.4K. The position accounts for 0.01% of the portfolio, ranked #130.

CGC Financial Services first reported a position in DUK in Q2 2023 and has held it in 13 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

CGC Financial Services held 438 shares of Duke Energy worth $55.4K as of Q2 2026.
CGC Financial Services bought 130 Duke Energy shares in Q2 2026, an estimated $16.4K.
Duke Energy made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #130 holding.
CGC Financial Services first reported a position in Duke Energy in Q2 2023 and has held it in 13 quarters since.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.