DHJJ Financial Advisors’s Duke Energy DUK Stock Holding History

DHJJ 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	$41K	Hold	324	–	–	0.01%	445
2026 Q1	$42.4K	Buy	324 +159	+96%	+$19.9K	0.01%	432
2025 Q4	$19.3K	Hold	165	–	–	0.01%	505
2025 Q3	$20.4K	Hold	165	–	–	0.01%	489
2025 Q2	$19.5K	Hold	165	–	–	0.01%	482
2025 Q1	$20.1K	Hold	165	–	–	0.01%	428
2024 Q4	$17.8K	Hold	165	–	–	0.01%	435
2024 Q3	$19K	Hold	165	–	–	0.01%	415
2024 Q2	$16.5K	Hold	165	–	–	0.01%	396
2024 Q1	$16K	Sell	165 -15	-8%	-$1.42K	0.01%	387
2023 Q4	$17.5K	Hold	180	–	–	0.01%	375
2023 Q3	$15.9K	Buy	+180	New	+$16.5K	0.01%	382

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

DHJJ Financial Advisors's DUK Position: Q2 2026 in Review

DHJJ Financial Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 324 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #445.

DHJJ Financial Advisors first reported a position in DUK in Q3 2023 and has held it in 12 quarters since. The position peaked at $42.4K in Q1 2026. 817 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

DHJJ Financial Advisors held 324 shares of Duke Energy worth $41K as of Q2 2026.
DHJJ Financial Advisors left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #445 holding.
DHJJ Financial Advisors first reported a position in Duke Energy in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Duke Energy position peaked at $42.4K in Q1 2026.
817 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.