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Holcombe Financial’s Duke Energy DUK Stock Holding History

Holcombe Financial’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 		$361K Hold
2,853
– – 0.2% 45
2026
Q1 		$374K Sell
2,853
-43
-1% -$5.38K 0.22% 40
2025
Q4 		$339K Buy
2,896
+43
+2% +$5.25K 0.21% 41
2025
Q3 		$353K Hold
2,853
– – 0.25% 31
2025
Q2 		$337K Hold
2,853
– – 0.25% 30
2025
Q1 		$348K Hold
2,853
– – 0.29% 28
2024
Q4 		$307K Buy
+2,853
New +$323K 0.25% 26

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Holcombe Financial's DUK Position: Q2 2026 in Review

Holcombe Financial held its Duke Energy (DUK) position steady in Q2 2026 at 2,853 shares worth $361K. The position accounts for 0.2% of the portfolio, ranked #45.

Holcombe Financial first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $374K in Q1 2026. 1,426 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Holcombe Financial held 2,853 shares of Duke Energy worth $361K as of Q2 2026.
  • Holcombe Financial left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.2% of Holcombe Financial's portfolio in Q2 2026, its #45 holding.
  • Holcombe Financial first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Holcombe Financial's Duke Energy position peaked at $374K in Q1 2026.
  • 1,426 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.