FFA
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Farther Finance Advisors’s Duke Energy DUK Stock Holding History

Farther Finance 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 		$9.74M Buy
76,905
+15,417
+25% +$1.94M 0.08% 223
2026
Q1 		$8.05M Buy
61,488
+7,627
+14% +$954K 0.08% 232
2025
Q4 		$6.31M Buy
53,861
+12,219
+29% +$1.49M 0.07% 256
2025
Q3 		$5.15M Buy
41,642
+11,409
+38% +$1.38M 0.08% 216
2025
Q2 		$3.57M Buy
30,233
+11,435
+61% +$1.35M 0.07% 238
2025
Q1 		$2.28M Buy
18,798
+6,120
+48% +$698K 0.06% 275
2024
Q4 		$1.37M Buy
12,678
+140
+1% +$15.9K 0.05% 288
2024
Q3 		$1.45M Buy
12,538
+4,500
+56% +$501K 0.05% 259
2024
Q2 		$799K Buy
8,038
+2,835
+54% +$284K 0.04% 351
2024
Q1 		$500K Buy
5,203
+389
+8% +$36.9K 0.03% 397
2023
Q4 		$467K Buy
4,814
+2,453
+104% +$223K 0.03% 363
2023
Q3 		$208K Buy
2,361
+851
+56% +$78K 0.03% 377
2023
Q2 		$135K Buy
1,510
+185
+14% +$17.5K 0.03% 383
2023
Q1 		$128K Buy
1,325
+85
+7% +$8.4K 0.04% 343
2022
Q4 		$128K Buy
+1,240
New +$119K 0.05% 283

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

Farther Finance Advisors's DUK Position: Q2 2026 in Review

Farther Finance Advisors increased its Duke Energy (DUK) stake by 25% in Q2 2026, buying an estimated $1.94M and bringing the position to 76,905 shares worth $9.74M. The position accounts for 0.08% of the portfolio, ranked #223.

Farther Finance Advisors first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. 841 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Farther Finance Advisors held 76,905 shares of Duke Energy worth $9.74M as of Q2 2026.
  • Farther Finance Advisors bought 15,417 Duke Energy shares in Q2 2026, an estimated $1.94M.
  • Duke Energy made up 0.08% of Farther Finance Advisors's portfolio in Q2 2026, its #223 holding.
  • Farther Finance Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • 841 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.