CFS
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Commonwealth Financial Services’s Duke Energy DUK Stock Holding History

Commonwealth 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 		$264K Buy
2,087
+105
+5% +$13.2K 0.04% 234
2026
Q1 		$259K Buy
1,982
+72
+4% +$9K 0.04% 201
2025
Q4 		$224K Sell
1,910
-1,432
-43% -$175K 0.04% 208
2025
Q3 		$414K Buy
3,342
+37
+1% +$4.49K 0.07% 134
2025
Q2 		$390K Buy
3,305
+4
+0.1% +$472 0.08% 130
2025
Q1 		$403K Sell
3,301
-36
-1% -$4.1K 0.08% 124
2024
Q4 		$360K Buy
3,337
+206
+7% +$23.3K 0.07% 131
2024
Q3 		$364K Sell
3,131
-33
-1% -$3.67K 0.07% 127
2024
Q2 		$318K Sell
3,164
-1,631
-34% -$163K 0.07% 132
2024
Q1 		$465K Hold
4,795
– – 0.11% 94
2023
Q4 		$465K Buy
4,795
+17
+0.4% +$1.55K 0.11% 94
2023
Q3 		$422K Buy
+4,778
New +$438K 0.13% 107
2017
Q1 		$65K Hold
780
– – 0.07% 87
2016
Q4 		$60K Sell
780
-173
-18% -$13.3K 0.06% 79
2016
Q3 		$76K Sell
953
-213
-18% -$17.6K 0.07% 68
2016
Q2 		$100K Sell
1,166
-356
-23% -$28.5K 0.12% 68
2016
Q1 		$123K Buy
1,522
+758
+99% +$57.4K 0.18% 51
2015
Q4 		$55K Sell
764
-101
-12% -$7.1K 0.19% 67
2015
Q3 		$62K Hold
865
– – 0.07% 72
2015
Q2 		$61K Sell
865
-5,068
-85% -$383K 0.07% 84
2015
Q1 		$456K Buy
5,933
+41
+0.7% +$3.33K 0.4% 24
2014
Q4 		$492K Buy
+5,892
New +$475K 0.44% 21

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Commonwealth Financial Services increased its Duke Energy (DUK) stake by 5.3% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,087 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #234.

Commonwealth Financial Services first reported a position in DUK in Q4 2014 and has held it in 22 quarters since. The position peaked at $492K in Q4 2014. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Commonwealth Financial Services held 2,087 shares of Duke Energy worth $264K as of Q2 2026.
  • Commonwealth Financial Services bought 105 Duke Energy shares in Q2 2026, an estimated $13.2K.
  • Duke Energy made up 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #234 holding.
  • Commonwealth Financial Services first reported a position in Duke Energy in Q4 2014 and has held it in 22 quarters since.
  • Commonwealth Financial Services's Duke Energy position peaked at $492K in Q4 2014.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.