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Clayton Financial Group’s Duke Energy DUK Stock Holding History

Clayton Financial Group’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 		– Sell
-26
Closed -$3.4K – 214
2026
Q1 		$3.4K Hold
26
– – ﹤0.01% 382
2025
Q4 		$3.05K Buy
+26
New +$3.17K ﹤0.01% 389
2025
Q2 		– Sell
-3,537
Closed -$431K – 47
2025
Q1 		$431K Buy
3,537
+3
+0.1% +$342 0.16% 72
2024
Q4 		$381K Buy
3,534
+146
+4% +$16.5K 0.14% 80
2024
Q3 		$391K Buy
3,388
+842
+33% +$93.7K 0.15% 80
2024
Q2 		$246K Buy
2,546
+376
+17% +$37.6K 0.11% 87
2024
Q1 		$210K Buy
+2,170
New +$206K 0.1% 98

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
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
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

Clayton Financial Group's DUK Position: Q2 2026 in Review

Clayton Financial Group sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 26 shares — an estimated $3.4K sold.

Clayton Financial Group first reported a position in DUK in Q1 2024 and held it in 7 quarters. The position peaked at $431K in Q1 2025. 730 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Clayton Financial Group reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 26 Duke Energy shares in Q2 2026, an estimated $3.4K.
  • Clayton Financial Group first reported a position in Duke Energy in Q1 2024 and held it in 7 quarters.
  • Clayton Financial Group's Duke Energy position peaked at $431K in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.