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Family Legacy Financial Solutions’s Duke Energy DUK Stock Holding History

Family Legacy Financial Solutions’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 		$156K Sell
1,232
-555
-31% -$70K 0.1% 56
2026
Q1 		$234K Sell
1,787
-670
-27% -$83.8K 0.19% 44
2025
Q4 		$288K Sell
2,457
-46
-2% -$5.62K 0.22% 45
2025
Q3 		$310K Sell
2,503
-41
-2% -$4.98K 0.24% 44
2025
Q2 		$300K Buy
+2,544
New +$300K 0.25% 45

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Family Legacy Financial Solutions's DUK Position: Q2 2026 in Review

Family Legacy Financial Solutions reduced its Duke Energy (DUK) stake by 31% in Q2 2026, selling an estimated $70K and leaving 1,232 shares worth $156K. The position accounts for 0.1% of the portfolio, ranked #56.

Family Legacy Financial Solutions first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $310K in Q3 2025. 1,023 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Family Legacy Financial Solutions held 1,232 shares of Duke Energy worth $156K as of Q2 2026.
  • Family Legacy Financial Solutions sold 555 Duke Energy shares in Q2 2026, an estimated $70K.
  • Duke Energy made up 0.1% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #56 holding.
  • Family Legacy Financial Solutions first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • Family Legacy Financial Solutions's Duke Energy position peaked at $310K in Q3 2025.
  • 1,023 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.