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Focus Financial Network’s Duke Energy DUK Stock Holding History

Focus Financial Network’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 		$1.59M Sell
12,562
-720
-5% -$90.8K 0.05% 271
2026
Q1 		$1.74M Sell
13,282
-150
-1% -$18.8K 0.06% 236
2025
Q4 		$1.57M Buy
13,432
+215
+2% +$26.3K 0.05% 243
2025
Q3 		$1.64M Buy
13,217
+148
+1% +$18K 0.06% 237
2025
Q2 		$1.54M Buy
13,069
+1,039
+9% +$123K 0.06% 228
2025
Q1 		$1.47M Sell
12,030
-142
-1% -$16.2K 0.06% 227
2024
Q4 		$1.31M Buy
12,172
+25
+0.2% +$2.83K 0.05% 243
2024
Q3 		$1.4M Sell
12,147
-156
-1% -$17.4K 0.06% 227
2024
Q2 		$1.32M Sell
12,303
-83
-0.7% -$8.3K 0.06% 230
2024
Q1 		$1.19M Sell
12,386
-27,202
-69% -$2.58M 0.06% 228
2023
Q4 		$3.84M Buy
39,588
+27,425
+225% +$2.49M 0.14% 133
2023
Q3 		$1.07M Buy
12,163
+1,488
+14% +$136K 0.06% 223
2023
Q2 		$958K Sell
10,675
-647
-6% -$61.1K 0.05% 243
2023
Q1 		$1.09M Buy
11,322
+270
+2% +$26.7K 0.07% 217
2022
Q4 		$1.14M Buy
11,052
+542
+5% +$52K 0.09% 169
2022
Q3 		$978K Buy
10,510
+161
+2% +$17.3K 0.08% 180
2022
Q2 		$1.11M Buy
10,349
+271
+3% +$29.8K 0.09% 174
2022
Q1 		$1.13M Sell
10,078
-17,356
-63% -$1.8M 0.08% 182
2021
Q4 		$2.88M Buy
27,434
+1,279
+5% +$130K 0.42% 57
2021
Q3 		$2.55M Sell
26,155
-81
-0.3% -$8.39K 0.34% 78
2021
Q2 		$2.59M Sell
26,236
-151
-0.6% -$15.2K 0.34% 81
2021
Q1 		$2.55M Buy
26,387
+15,531
+143% +$1.42M 0.3% 81
2020
Q4 		$994K Sell
10,856
-308
-3% -$28.5K 0.09% 182
2020
Q3 		$989K Sell
11,164
-158
-1% -$13K 0.09% 183
2020
Q2 		$905K Buy
11,322
+1,053
+10% +$89K 0.1% 173
2020
Q1 		$831K Buy
10,269
+619
+6% +$56.9K 0.11% 154
2019
Q4 		$880K Buy
9,650
+2,173
+29% +$199K 0.11% 171
2019
Q3 		$717K Buy
7,477
+431
+6% +$39.2K 0.1% 174
2019
Q2 		$622K Buy
7,046
+1,398
+25% +$124K 0.09% 187
2019
Q1 		$508K Buy
+5,648
New +$498K 0.08% 203

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Focus Financial Network's DUK Position: Q2 2026 in Review

Focus Financial Network reduced its Duke Energy (DUK) stake by 5.4% in Q2 2026, selling an estimated $90.8K and leaving 12,562 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #271.

Focus Financial Network first reported a position in DUK in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.84M in Q4 2023. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Focus Financial Network held 12,562 shares of Duke Energy worth $1.59M as of Q2 2026.
  • Focus Financial Network sold 720 Duke Energy shares in Q2 2026, an estimated $90.8K.
  • Duke Energy made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #271 holding.
  • Focus Financial Network first reported a position in Duke Energy in Q1 2019 and has held it in 30 quarters since.
  • Focus Financial Network's Duke Energy position peaked at $3.84M in Q4 2023.
  • 896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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