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Cooper Financial Group’s Duke Energy DUK Stock Holding History

Cooper 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 		$429K Buy
3,392
+185
+6% +$23.3K 0.04% 287
2026
Q1 		$420K Buy
3,207
+233
+8% +$29.1K 0.04% 272
2025
Q4 		$349K Sell
2,974
-290
-9% -$35.4K 0.04% 279
2025
Q3 		$404K Buy
3,264
+583
+22% +$70.7K 0.04% 262
2025
Q2 		$316K Sell
2,681
-4,488
-63% -$530K 0.04% 292
2025
Q1 		$874K Sell
7,169
-3,032
-30% -$346K 0.12% 161
2024
Q4 		$1.1M Buy
10,201
+696
+7% +$78.8K 0.13% 125
2024
Q3 		$1.1M Sell
9,505
-2,789
-23% -$310K 0.14% 132
2024
Q2 		$1.23M Buy
12,294
+1,691
+16% +$169K 0.18% 96
2024
Q1 		$1.03M Buy
10,603
+3,803
+56% +$361K 0.17% 117
2023
Q4 		$660K Buy
6,800
+126
+2% +$11.5K 0.12% 162
2023
Q3 		$589K Buy
6,674
+106
+2% +$9.72K 0.14% 166
2023
Q2 		$589K Buy
6,568
+540
+9% +$51K 0.15% 163
2023
Q1 		$582K Buy
6,028
+680
+13% +$67.2K 0.16% 150
2022
Q4 		$551K Buy
5,348
+240
+5% +$23K 0.17% 137
2022
Q3 		$475K Buy
5,108
+573
+13% +$61.5K 0.17% 125
2022
Q2 		$486K Buy
4,535
+637
+16% +$70K 0.18% 131
2022
Q1 		$435K Sell
3,898
-128
-3% -$13.3K 0.17% 126
2021
Q4 		$422K Buy
4,026
+30
+0.8% +$3.04K 0.16% 138
2021
Q3 		$390K Buy
3,996
+75
+2% +$7.76K 0.08% 152
2021
Q2 		$387K Buy
3,921
+204
+5% +$20.5K 0.08% 154
2021
Q1 		$359K Sell
3,717
-501
-12% -$45.7K 0.08% 161
2020
Q4 		$386K Buy
4,218
+605
+17% +$56K 0.08% 182
2020
Q3 		$320K Buy
3,613
+146
+4% +$12K 0.09% 146
2020
Q2 		$277K Buy
3,467
+28
+0.8% +$2.37K 0.09% 149
2020
Q1 		$278K Buy
3,439
+627
+22% +$57.6K 0.12% 114
2019
Q4 		$257K Buy
2,812
+33
+1% +$3.02K 0.1% 126
2019
Q3 		$266K Sell
2,779
-326
-10% -$29.7K 0.12% 109
2019
Q2 		$274K Buy
+3,105
New +$274K 0.13% 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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Cooper Financial Group increased its Duke Energy (DUK) stake by 5.8% in Q2 2026, buying an estimated $23.3K and bringing the position to 3,392 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #287.

Cooper Financial Group first reported a position in DUK in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.23M in Q2 2024. 899 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cooper Financial Group held 3,392 shares of Duke Energy worth $429K as of Q2 2026.
  • Cooper Financial Group bought 185 Duke Energy shares in Q2 2026, an estimated $23.3K.
  • Duke Energy made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #287 holding.
  • Cooper Financial Group first reported a position in Duke Energy in Q2 2019 and has held it in 29 quarters since.
  • Cooper Financial Group's Duke Energy position peaked at $1.23M in Q2 2024.
  • 899 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.