First Command Advisory Services’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$783K Sell
6,188
-2,236
-27% -$282K ﹤0.01% 102
2026
Q1
$1.1M Buy
8,424
+199
+2% +$24.9K 0.01% 83
2025
Q4
$964K Buy
8,225
+91
+1% +$11.1K 0.01% 92
2025
Q3
$1.01M Sell
8,134
-559
-6% -$67.8K 0.01% 88
2025
Q2
$1.03M Buy
8,693
+382
+5% +$45.1K 0.01% 83
2025
Q1
$1.01M Buy
8,311
+1,408
+20% +$160K 0.01% 75
2024
Q4
$744K Hold
6,903
0.01% 91
2024
Q3
$796K Sell
6,903
-189
-3% -$21K 0.01% 93
2024
Q2
$711K Sell
7,092
-431
-6% -$43.1K 0.01% 85
2024
Q1
$726K Sell
7,523
-426
-5% -$40.4K 0.01% 83
2023
Q4
$771K Buy
7,949
+110
+1% +$10K 0.01% 72
2023
Q3
$692K Buy
+7,839
New +$719K 0.01% 78
2023
Q1
Sell
-50
Closed 127
2022
Q4
$0 Buy
50
+23
+85% +$2.21K ﹤0.01% 90
2022
Q3
$0 Buy
+27
New +$2.9K ﹤0.01% 71

Other funds holding DUK

First Command Advisory Services's DUK Position: Q2 2026 in Review

First Command Advisory Services reduced its Duke Energy (DUK) stake by 27% in Q2 2026, selling an estimated $282K and leaving 6,188 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #102.

First Command Advisory Services first reported a position in DUK in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q1 2026. 2,485 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • First Command Advisory Services held 6,188 shares of Duke Energy worth $783K as of Q2 2026.
  • First Command Advisory Services sold 2,236 Duke Energy shares in Q2 2026, an estimated $282K.
  • Duke Energy made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #102 holding.
  • First Command Advisory Services first reported a position in Duke Energy in Q3 2022 and has held it in 14 quarters since.
  • First Command Advisory Services's Duke Energy position peaked at $1.1M in Q1 2026.
  • 2,485 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.