Howard Financial Services’s Duke Energy DUK Stock Holding History

Howard 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	$367K	Buy	+2,901	New	+$366K	0.04%	174

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Howard Financial Services opened a new position in Duke Energy (DUK) in Q2 2026: 2,901 shares worth $367K. The stake represents 0.04% of the portfolio and ranks #174 among its holdings.

978 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Howard Financial Services held 2,901 shares of Duke Energy worth $367K as of Q2 2026.
Duke Energy was a new Howard Financial Services position in Q2 2026.
Duke Energy made up 0.04% of Howard Financial Services's portfolio in Q2 2026, its #174 holding.
978 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.