FMP
DUK icon

Financial Management Professionals’s Duke Energy DUK Stock Holding History

Financial Management Professionals’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 		$785K Buy
6,198
+16
+0.3% +$2.02K 0.07% 84
2026
Q1 		$809K Buy
6,182
+66
+1% +$8.25K 0.09% 74
2025
Q4 		$717K Sell
6,116
-14
-0.2% -$1.71K 0.07% 82
2025
Q3 		$759K Buy
6,130
+30
+0.5% +$3.64K 0.08% 78
2025
Q2 		$720K Sell
6,100
-326
-5% -$38.5K 0.08% 79
2025
Q1 		$784K Buy
6,426
+156
+2% +$17.8K 0.1% 69
2024
Q4 		$676K Buy
6,270
+584
+10% +$66.2K 0.09% 78
2024
Q3 		$656K Sell
5,686
-16
-0.3% -$1.78K 0.08% 76
2024
Q2 		$571K Sell
5,702
-1,362
-19% -$136K 0.08% 79
2024
Q1 		$683K Buy
7,064
+664
+10% +$63K 0.1% 73
2023
Q4 		$621K Buy
6,400
+690
+12% +$62.8K 0.1% 68
2023
Q3 		$504K Sell
5,710
-95
-2% -$8.71K 0.09% 70
2023
Q2 		$521K Buy
5,805
+345
+6% +$32.6K 0.09% 71
2023
Q1 		$527K Buy
5,460
+298
+6% +$29.4K 0.1% 65
2022
Q4 		$532K Buy
5,162
+443
+9% +$42.5K 0.11% 58
2022
Q3 		$439K Sell
4,719
-62
-1% -$6.66K 0.1% 53
2022
Q2 		$513K Buy
4,781
+316
+7% +$34.7K 0.12% 56
2022
Q1 		$499K Buy
4,465
+482
+12% +$50.1K 0.11% 59
2021
Q4 		$418K Buy
3,983
+426
+12% +$43.2K 0.09% 68
2021
Q3 		$347K Buy
3,557
+16
+0.5% +$1.66K 0.08% 63
2021
Q2 		$350K Sell
3,541
-111
-3% -$11.2K 0.09% 59
2021
Q1 		$353K Buy
3,652
+84
+2% +$7.67K 0.09% 51
2020
Q4 		$327K Sell
3,568
-64
-2% -$5.92K 0.09% 50
2020
Q3 		$322K Sell
3,632
-871
-19% -$71.8K 0.11% 39
2020
Q2 		$360K Buy
4,503
+782
+21% +$66.1K 0.12% 37
2020
Q1 		$301K Hold
3,721
– – 0.13% 35
2019
Q4 		$339K Sell
3,721
-3
-0.1% -$275 0.11% 38
2019
Q3 		$357K Buy
3,724
+1,002
+37% +$91.2K 0.13% 37
2019
Q2 		$240K Hold
2,722
– – 0.09% 42
2019
Q1 		$245K Hold
2,722
– – 0.1% 38
2018
Q4 		$235K Hold
2,722
– – 0.15% 31
2018
Q3 		$218K Hold
2,722
– – 0.08% 45
2018
Q2 		$215K Hold
2,722
– – 0.09% 44
2018
Q1 		$211K Buy
2,722
+100
+4% +$7.73K 0.11% 40
2017
Q4 		$220K Hold
2,622
– – 0.09% 37
2017
Q3 		$220K Hold
2,622
– – 0.1% 38
2017
Q2 		$219K Hold
2,622
– – 0.1% 42
2017
Q1 		$215K Hold
2,622
– – 0.11% 39
2016
Q4 		$203K Sell
2,622
-197
-7% -$15.1K 0.11% 40
2016
Q3 		$225K Sell
2,819
-15
-0.5% -$1.24K 0.12% 36
2016
Q2 		$243K Buy
2,834
+246
+10% +$19.7K 0.13% 38
2016
Q1 		$209K Buy
2,588
+197
+8% +$14.9K 0.11% 40
2015
Q4 		$170K Hold
2,391
– – 0.09% 45
2015
Q3 		$172K Hold
2,391
– – 0.12% 42
2015
Q2 		$168K Hold
2,391
– – 0.08% 41
2015
Q1 		$184K Hold
2,391
– – 0.09% 38
2014
Q4 		$200K Hold
2,391
– – 0.11% 40
2014
Q3 		$178K Hold
2,391
– – 0.12% 38
2014
Q2 		$177K Hold
2,391
– – 0.12% 41
2014
Q1 		$170K Hold
2,391
– – 0.12% 42
2013
Q4 		$165K Hold
2,391
– – 0.11% 35
2013
Q3 		$160K Hold
2,391
– – 0.1% 39
2013
Q2 		$161K Buy
+2,391
New +$169K 0.12% 37

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

Financial Management Professionals's DUK Position: Q2 2026 in Review

Financial Management Professionals increased its Duke Energy (DUK) stake by 0.26% in Q2 2026, buying an estimated $2.02K and bringing the position to 6,198 shares worth $785K. The position accounts for 0.07% of the portfolio, ranked #84.

Financial Management Professionals first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $809K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Financial Management Professionals held 6,198 shares of Duke Energy worth $785K as of Q2 2026.
  • Financial Management Professionals bought 16 Duke Energy shares in Q2 2026, an estimated $2.02K.
  • Duke Energy made up 0.07% of Financial Management Professionals's portfolio in Q2 2026, its #84 holding.
  • Financial Management Professionals first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Financial Management Professionals's Duke Energy position peaked at $809K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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