Commonwealth Financial Services
DUK icon

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
Q3 		– Sell
-2,087
Closed -$264K – 305
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Financial Services's DUK Position: Q3 2026 in Review

Commonwealth Financial Services sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 2,087 shares — an estimated $264K sold.

Commonwealth Financial Services first reported a position in DUK in Q4 2014 and held it in 22 quarters. The position peaked at $492K in Q4 2014. 1,020 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Commonwealth Financial Services reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 2,087 Duke Energy shares in Q3 2026, an estimated $264K.
  • Commonwealth Financial Services first reported a position in Duke Energy in Q4 2014 and held it in 22 quarters.
  • Commonwealth Financial Services's Duke Energy position peaked at $492K in Q4 2014.
  • 1,020 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.