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Everhart Financial Group’s Duke Energy DUK Stock Holding History

Everhart 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 		$1.58M Sell
12,468
-58
-0.5% -$7.32K 0.1% 104
2026
Q1 		$1.64M Buy
12,526
+594
+5% +$74.3K 0.14% 96
2025
Q4 		$1.4M Sell
11,932
-313
-3% -$38.2K 0.13% 105
2025
Q3 		$1.52M Buy
12,245
+336
+3% +$40.8K 0.15% 85
2025
Q2 		$1.41M Buy
11,909
+3,475
+41% +$410K 0.16% 88
2025
Q1 		$1.03M Buy
8,434
+956
+13% +$109K 0.14% 104
2024
Q4 		$806K Sell
7,478
-314
-4% -$35.6K 0.17% 126
2024
Q3 		$898K Buy
7,792
+551
+8% +$61.3K 0.2% 113
2024
Q2 		$726K Buy
7,241
+1,110
+18% +$111K 0.19% 111
2024
Q1 		$593K Buy
6,131
+825
+16% +$78.3K 0.17% 122
2023
Q4 		$515K Buy
5,306
+1,218
+30% +$111K 0.18% 110
2023
Q3 		$361K Buy
4,088
+1,219
+42% +$112K 0.15% 128
2023
Q2 		$257K Sell
2,869
-373
-12% -$35.2K 0.11% 176
2023
Q1 		$313K Buy
+3,242
New +$320K 0.14% 133
2022
Q4 		– Sell
-3,405
Closed -$317K – 202
2022
Q3 		$317K Buy
3,405
+265
+8% +$28.5K 0.18% 117
2022
Q2 		$337K Buy
3,140
+1,105
+54% +$122K 0.2% 111
2022
Q1 		$227K Buy
+2,035
New +$211K 0.13% 113

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

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

Everhart Financial Group reduced its Duke Energy (DUK) stake by 0.46% in Q2 2026, selling an estimated $7.32K and leaving 12,468 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #104.

Everhart Financial Group first reported a position in DUK in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.64M in Q1 2026. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Everhart Financial Group held 12,468 shares of Duke Energy worth $1.58M as of Q2 2026.
  • Everhart Financial Group sold 58 Duke Energy shares in Q2 2026, an estimated $7.32K.
  • Duke Energy made up 0.1% of Everhart Financial Group's portfolio in Q2 2026, its #104 holding.
  • Everhart Financial Group first reported a position in Duke Energy in Q1 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's Duke Energy position peaked at $1.64M in Q1 2026.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.