CFCI
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Comprehensive Financial Consultants Institutional’s Duke Energy DUK Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.46M Buy
11,547
+1,347
+13% +$170K 0.39% 85
2026
Q1 		$1.34M Buy
10,200
+639
+7% +$79.9K 0.4% 89
2025
Q4 		$1.12M Buy
9,561
+1,034
+12% +$126K 0.34% 94
2025
Q3 		$1.06M Sell
8,527
-51
-0.6% -$6.19K 0.33% 96
2025
Q2 		$1.01M Sell
8,578
-58
-0.7% -$6.84K 0.33% 93
2025
Q1 		$1.05M Sell
8,636
-82
-0.9% -$9.35K 0.37% 87
2024
Q4 		$939K Sell
8,718
-631
-7% -$71.5K 0.34% 94
2024
Q3 		$1.08M Buy
9,349
+107
+1% +$11.9K 0.39% 86
2024
Q2 		$926K Buy
9,242
+922
+11% +$92.2K 0.36% 90
2024
Q1 		$805K Buy
8,320
+165
+2% +$15.7K 0.33% 97
2023
Q4 		$791K Buy
8,155
+1,450
+22% +$132K 0.37% 93
2023
Q3 		$592K Sell
6,705
-35
-0.5% -$3.21K 0.31% 102
2023
Q2 		$619K Buy
6,740
+191
+3% +$18K 0.33% 101
2023
Q1 		$632K Buy
6,549
+499
+8% +$49.3K 0.36% 99
2022
Q4 		$636K Buy
6,050
+87
+1% +$8.35K 0.38% 94
2022
Q3 		$531K Buy
5,963
+452
+8% +$48.5K 0.35% 99
2022
Q2 		$593K Sell
5,511
-23
-0.4% -$2.53K 0.42% 91
2022
Q1 		$616K Sell
5,534
-114
-2% -$11.8K 0.43% 89
2021
Q4 		$566K Buy
+5,648
New +$573K 0.36% 89

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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's DUK Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Duke Energy (DUK) stake by 13% in Q2 2026, buying an estimated $170K and bringing the position to 11,547 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #85.

Comprehensive Financial Consultants Institutional first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. 894 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 11,547 shares of Duke Energy worth $1.46M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 1,347 Duke Energy shares in Q2 2026, an estimated $170K.
  • Duke Energy made up 0.39% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #85 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • 894 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.