Colton Groome Financial Advisors’s Duke Energy DUK Stock Holding History

Colton Groome 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	$235K	Buy	+1,858	New	+$234K	0.06%	152
2025 Q1	–	Sell	-2,331	Closed	-$251K	–	126
2024 Q4	$251K	Buy	+2,331	New	+$264K	0.1%	111
2023 Q1	–	Sell	-2,197	Closed	-$226K	–	128
2022 Q4	$226K	Sell	2,197 -266	-11%	-$25.5K	0.11%	116
2022 Q3	$229K	Hold	2,463	–	–	0.12%	103
2022 Q2	$264K	Buy	2,463 +524	+27%	+$57.6K	0.13%	82
2022 Q1	$217K	Hold	1,939	–	–	0.1%	101
2021 Q4	$203K	Buy	+1,939	New	+$197K	0.08%	109

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

Colton Groome Financial Advisors's DUK Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in Duke Energy (DUK) in Q2 2026: 1,858 shares worth $235K. The stake represents 0.06% of the portfolio and ranks #152 among its holdings. This is a return to the name: Colton Groome Financial Advisors previously reported a position in DUK as recently as Q4 2024.

Colton Groome Financial Advisors first reported a position in DUK in Q4 2021 and has held it in 7 quarters since. The position peaked at $264K in Q2 2022. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Colton Groome Financial Advisors held 1,858 shares of Duke Energy worth $235K as of Q2 2026.
Duke Energy was a new Colton Groome Financial Advisors position in Q2 2026.
Duke Energy made up 0.06% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #152 holding.
Colton Groome Financial Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 7 quarters since.
Colton Groome Financial Advisors's Duke Energy position peaked at $264K in Q2 2022.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.