Hummer Financial Advisory Services’s Duke Energy DUK Stock Holding History

Hummer Financial Advisory 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	$566K	Hold	4,474	–	–	0.37%	59
2026 Q1	$586K	Hold	4,474	–	–	0.41%	53
2025 Q4	$524K	Hold	4,474	–	–	0.37%	58
2025 Q3	$554K	Hold	4,474	–	–	0.4%	53
2025 Q2	$528K	Hold	4,474	–	–	0.4%	53
2025 Q1	$546K	Hold	4,474	–	–	0.44%	44
2024 Q4	$482K	Hold	4,474	–	–	0.38%	53
2024 Q3	$516K	Hold	4,474	–	–	0.41%	50
2024 Q2	$448K	Sell	4,474 -133	-3%	-$13.3K	0.39%	53
2024 Q1	$446K	Buy	4,607 +133	+3%	+$12.6K	0.37%	51
2023 Q4	$434K	Hold	4,474	–	–	0.4%	54
2023 Q3	$395K	Hold	4,474	–	–	0.4%	54
2023 Q2	$401K	Hold	4,474	–	–	0.39%	57
2023 Q1	$432K	Sell	4,474 -126	-3%	-$12.4K	0.46%	52
2022 Q4	$474K	Hold	4,600	–	–	0.52%	45
2022 Q3	$428K	Sell	4,600 -124	-3%	-$13.3K	0.5%	45
2022 Q2	$506K	Hold	4,724	–	–	0.57%	41
2022 Q1	$527K	Buy	4,724 +249	+6%	+$25.9K	0.48%	45
2021 Q4	$469K	Sell	4,475 -721	-14%	-$73.1K	0.4%	57
2021 Q3	$507K	Hold	5,196	–	–	0.47%	49
2021 Q2	$513K	Hold	5,196	–	–	0.47%	50
2021 Q1	$502K	Buy	5,196 +133	+3%	+$12.1K	0.49%	48
2020 Q4	$464K	Sell	5,063 -232	-4%	-$21.5K	0.49%	49
2020 Q3	$469K	Sell	5,295 -100	-2%	-$8.24K	0.55%	45
2020 Q2	$431K	Buy	5,395 +133	+3%	+$11.2K	0.55%	44
2020 Q1	$426K	Buy	5,262 +350	+7%	+$32.1K	0.64%	42
2019 Q4	$448K	Buy	+4,912	New	+$450K	0.48%	56

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Milford Funds Auckland $6.14B AUM

Hummer Financial Advisory Services's DUK Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Duke Energy (DUK) position steady in Q2 2026 at 4,474 shares worth $566K. The position accounts for 0.37% of the portfolio, ranked #59.

Hummer Financial Advisory Services first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $586K in Q1 2026. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Hummer Financial Advisory Services held 4,474 shares of Duke Energy worth $566K as of Q2 2026.
Hummer Financial Advisory Services left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.37% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #59 holding.
Hummer Financial Advisory Services first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
Hummer Financial Advisory Services's Duke Energy position peaked at $586K in Q1 2026.
1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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