IA
DUK icon

IFP Advisors’s Duke Energy DUK Stock Holding History

IFP Advisors’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 		$5.21M Sell
41,174
-984
-2% -$124K 0.09% 238
2026
Q1 		$5.52M Sell
42,158
-2,778
-6% -$347K 0.11% 201
2025
Q4 		$5.27M Buy
44,936
+20,005
+80% +$2.44M 0.12% 185
2025
Q3 		$3.09M Buy
24,931
+1,269
+5% +$154K 0.08% 271
2025
Q2 		$2.92M Buy
23,662
+531
+2% +$62.7K 0.08% 267
2025
Q1 		$2.82M Sell
23,131
-414
-2% -$47.2K 0.09% 274
2024
Q4 		$2.54M Sell
23,545
-5,166
-18% -$585K 0.08% 267
2024
Q3 		$3.31M Sell
28,711
-12,503
-30% -$1.39M 0.12% 184
2024
Q2 		$4.13M Buy
41,214
+2,821
+7% +$282K 0.16% 127
2024
Q1 		$3.71M Buy
38,393
+16,437
+75% +$1.56M 0.16% 135
2023
Q4 		$2.13M Sell
21,956
-22,113
-50% -$2.01M 0.1% 225
2023
Q3 		$3.89M Buy
44,069
+18,328
+71% +$1.68M 0.17% 113
2023
Q2 		$2.31M Sell
25,741
-4,557
-15% -$430K 0.1% 227
2023
Q1 		$2.3M Sell
30,298
-40,078
-57% -$3.96M 0.1% 205
2022
Q4 		$5.46M Buy
70,376
+22,186
+46% +$2.13M 0.15% 127
2022
Q3 		$3.74M Buy
48,190
+5,533
+13% +$594K 0.1% 220
2022
Q2 		$3.27M Hold
42,657
– – 0.1% 224
2022
Q1 		$3.27M Buy
42,657
+20,492
+92% +$2.13M 0.1% 224
2021
Q4 		$2.32M Sell
22,165
-793
-3% -$80.4K 0.05% 225
2021
Q3 		$2.24M Buy
22,958
+3,663
+19% +$379K 0.04% 236
2021
Q2 		$1.9M Buy
19,295
+1,178
+7% +$118K 0.04% 250
2021
Q1 		$1.75M Buy
18,117
+1,159
+7% +$106K 0.03% 251
2020
Q4 		$1.55M Sell
16,958
-2,227
-12% -$206K 0.06% 254
2020
Q3 		$1.7M Buy
19,185
+523
+3% +$43.1K 0.1% 194
2020
Q2 		$1.5M Buy
18,662
+892
+5% +$75.4K 0.12% 185
2020
Q1 		$1.44M Sell
17,770
-5,593
-24% -$514K 0.15% 157
2019
Q4 		$2.12M Sell
23,363
-4,575
-16% -$419K 0.16% 156
2019
Q3 		$2.69M Buy
+27,938
New +$2.54M 0.18% 127
2019
Q1 		$984K Sell
10,978
-31,098
-74% -$2.74M 0.13% 163
2018
Q4 		$3.62M Sell
42,076
-26,943
-39% -$2.29M 0.22% 102
2018
Q3 		$5.52M Buy
69,019
+2,877
+4% +$233K 0.23% 97
2018
Q2 		$5.23M Sell
66,142
-1,626
-2% -$125K 0.22% 103
2018
Q1 		$5.7M Hold
67,768
– – 0.26% 84
2017
Q4 		$5.7M Sell
67,768
-66,990
-50% -$5.85M 0.26% 84
2017
Q3 		$11.3M Buy
134,758
+2,023
+2% +$173K 0.45% 39
2017
Q2 		$11.1M Sell
132,735
-6,117
-4% -$514K 0.47% 40
2017
Q1 		$11.4M Buy
138,852
+1,835
+1% +$146K 0.5% 32
2016
Q4 		$10.6M Buy
137,017
+33,622
+33% +$2.58M 0.51% 30
2016
Q3 		$8.28M Buy
103,395
+9,478
+10% +$785K 0.43% 42
2016
Q2 		$8.06M Buy
93,917
+82,939
+756% +$6.63M 0.45% 43
2016
Q1 		$984K Sell
10,978
-63,733
-85% -$4.82M 0.13% 163
2015
Q4 		$5.33M Buy
+74,711
New +$5.25M 0.36% 65

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

IFP Advisors's DUK Position: Q2 2026 in Review

IFP Advisors reduced its Duke Energy (DUK) stake by 2.3% in Q2 2026, selling an estimated $124K and leaving 41,174 shares worth $5.21M. The position accounts for 0.09% of the portfolio, ranked #238.

IFP Advisors first reported a position in DUK in Q4 2015 and has held it in 42 quarters since. The position peaked at $11.4M in Q1 2017. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • IFP Advisors held 41,174 shares of Duke Energy worth $5.21M as of Q2 2026.
  • IFP Advisors sold 984 Duke Energy shares in Q2 2026, an estimated $124K.
  • Duke Energy made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #238 holding.
  • IFP Advisors first reported a position in Duke Energy in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Duke Energy position peaked at $11.4M in Q1 2017.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.