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Fiduciary Financial Group’s Duke Energy DUK Stock Holding History

Fiduciary 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 		$434K Buy
3,427
+256
+8% +$32.3K 0.05% 226
2026
Q1 		$415K Sell
3,171
-89
-3% -$11.1K 0.06% 217
2025
Q4 		$382K Sell
3,260
-49
-1% -$5.98K 0.05% 221
2025
Q3 		$409K Buy
3,309
+239
+8% +$29K 0.06% 185
2025
Q2 		$365K Buy
3,070
+220
+8% +$26K 0.07% 187
2025
Q1 		$333K Buy
2,850
+102
+4% +$11.6K 0.07% 169
2024
Q4 		$291K Buy
+2,748
New +$311K 0.06% 201

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

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

Fiduciary Financial Group increased its Duke Energy (DUK) stake by 8.1% in Q2 2026, buying an estimated $32.3K and bringing the position to 3,427 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #226.

Fiduciary Financial Group first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Fiduciary Financial Group held 3,427 shares of Duke Energy worth $434K as of Q2 2026.
  • Fiduciary Financial Group bought 256 Duke Energy shares in Q2 2026, an estimated $32.3K.
  • Duke Energy made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #226 holding.
  • Fiduciary Financial Group first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.