IF
DUK icon

Intrua Financial’s Duke Energy DUK Stock Holding History

Intrua 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 		$581K Sell
4,589
-202
-4% -$25.5K 0.05% 261
2026
Q1 		$627K Sell
4,791
-280
-6% -$35K 0.06% 223
2025
Q4 		$594K Sell
5,071
-2,483
-33% -$303K 0.06% 229
2025
Q3 		$935K Buy
7,554
+2,254
+43% +$274K 0.1% 155
2025
Q2 		$625K Sell
5,300
-174
-3% -$20.5K 0.08% 172
2025
Q1 		$668K Buy
5,474
+411
+8% +$46.8K 0.1% 152
2024
Q4 		$545K Sell
5,063
-767
-13% -$86.9K 0.08% 181
2024
Q3 		$672K Sell
5,830
-2,211
-27% -$246K 0.1% 171
2024
Q2 		$806K Sell
8,041
-2,608
-24% -$261K 0.12% 150
2024
Q1 		$1.03M Sell
10,649
-3,549
-25% -$337K 0.15% 136
2023
Q4 		$1.38M Buy
14,198
+3,811
+37% +$347K 0.2% 110
2023
Q3 		$917K Buy
10,387
+1,325
+15% +$121K 0.16% 129
2023
Q2 		$813K Buy
9,062
+3,146
+53% +$297K 0.14% 139
2023
Q1 		$576K Sell
5,916
-10,071
-63% -$995K 0.12% 163
2022
Q4 		$1.63M Buy
15,987
+4,118
+35% +$395K 0.38% 64
2022
Q3 		$1.1M Sell
11,869
-3,343
-22% -$359K 0.29% 77
2022
Q2 		$1.63M Buy
15,212
+2,178
+17% +$239K 0.35% 63
2022
Q1 		$1.46M Buy
13,034
+4,802
+58% +$499K 0.26% 81
2021
Q4 		$864K Buy
8,232
+84
+1% +$8.52K 0.15% 138
2021
Q3 		$837K Buy
8,148
+2,624
+48% +$272K 0.15% 140
2021
Q2 		$592K Buy
5,524
+18
+0.3% +$1.81K 0.14% 144
2021
Q1 		$543K Buy
5,506
+1,732
+46% +$158K 0.14% 148
2020
Q4 		$346K Buy
3,774
+117
+3% +$10.8K 0.15% 137
2020
Q3 		$347K Sell
3,657
-591
-14% -$48.7K 0.17% 126
2020
Q2 		$351K Buy
+4,248
New +$359K 0.13% 152

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Intrua Financial's DUK Position: Q2 2026 in Review

Intrua Financial reduced its Duke Energy (DUK) stake by 4.2% in Q2 2026, selling an estimated $25.5K and leaving 4,589 shares worth $581K. The position accounts for 0.05% of the portfolio, ranked #261.

Intrua Financial first reported a position in DUK in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.63M in Q2 2022. 904 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Intrua Financial held 4,589 shares of Duke Energy worth $581K as of Q2 2026.
  • Intrua Financial sold 202 Duke Energy shares in Q2 2026, an estimated $25.5K.
  • Duke Energy made up 0.05% of Intrua Financial's portfolio in Q2 2026, its #261 holding.
  • Intrua Financial first reported a position in Duke Energy in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's Duke Energy position peaked at $1.63M in Q2 2022.
  • 904 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.