HFS
DUK icon

Horizon Financial Services’s Duke Energy DUK Stock Holding History

Horizon Financial Services’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 		$1.13M Buy
8,934
+243
+3% +$30.7K 0.43% 37
2026
Q1 		$1.14M Buy
8,691
+1
+0% +$125 0.5% 37
2025
Q4 		$1.02M Sell
8,690
-570
-6% -$69.6K 0.46% 37
2025
Q3 		$1.15M Buy
9,260
+1,287
+16% +$156K 0.55% 35
2025
Q2 		$941K Hold
7,973
– – 0.5% 35
2025
Q1 		$972K Sell
7,973
-84
-1% -$9.57K 0.54% 34
2024
Q4 		$868K Sell
8,057
-700
-8% -$79.3K 0.49% 36
2024
Q3 		$1.01M Buy
8,757
+709
+9% +$78.9K 0.6% 30
2024
Q2 		$807K Sell
8,048
-44
-0.5% -$4.4K 0.51% 33
2024
Q1 		$783K Buy
8,092
+4,488
+125% +$426K 0.5% 33
2023
Q4 		$350K Sell
3,604
-134
-4% -$12.2K 0.25% 44
2023
Q3 		$330K Buy
3,738
+331
+10% +$30.3K 0.26% 42
2023
Q2 		$306K Buy
3,407
+231
+7% +$21.8K 0.25% 43
2023
Q1 		$306K Sell
3,176
-2,016
-39% -$199K 0.26% 42
2022
Q4 		$535K Buy
5,192
+8
+0.2% +$768 0.46% 32
2022
Q3 		$482K Sell
5,184
-2,222
-30% -$239K 0.43% 40
2022
Q2 		$794K Sell
7,406
-462
-6% -$50.8K 0.61% 28
2022
Q1 		$879K Buy
7,868
+394
+5% +$40.9K 0.56% 29
2021
Q4 		$784K Sell
7,474
-499
-6% -$50.6K 0.48% 33
2021
Q3 		$778K Sell
7,973
-966
-11% -$100K 0.51% 41
2021
Q2 		$882K Sell
8,939
-2,563
-22% -$257K 0.64% 38
2021
Q1 		$1.11M Sell
11,502
-3,187
-22% -$291K 0.97% 15
2020
Q4 		$1.34M Sell
14,689
-176
-1% -$16.3K 1.22% 13
2020
Q3 		$1.32M Buy
+14,865
New +$1.23M 1.28% 12

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

Horizon Financial Services's DUK Position: Q2 2026 in Review

Horizon Financial Services increased its Duke Energy (DUK) stake by 2.8% in Q2 2026, buying an estimated $30.7K and bringing the position to 8,934 shares worth $1.13M. The position accounts for 0.43% of the portfolio, ranked #37.

Horizon Financial Services first reported a position in DUK in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.34M in Q4 2020. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Horizon Financial Services held 8,934 shares of Duke Energy worth $1.13M as of Q2 2026.
  • Horizon Financial Services bought 243 Duke Energy shares in Q2 2026, an estimated $30.7K.
  • Duke Energy made up 0.43% of Horizon Financial Services's portfolio in Q2 2026, its #37 holding.
  • Horizon Financial Services first reported a position in Duke Energy in Q3 2020 and has held it in 24 quarters since.
  • Horizon Financial Services's Duke Energy position peaked at $1.34M in Q4 2020.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.