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J. Team Financial’s Duke Energy DUK Stock Holding History

J. Team 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 		$302K Buy
2,387
+71
+3% +$8.96K 0.29% 73
2026
Q1 		$303K Sell
2,316
-287
-11% -$35.9K 0.34% 58
2025
Q4 		$305K Buy
2,603
+12
+0.5% +$1.47K 0.3% 68
2025
Q3 		$321K Buy
+2,591
New +$314K 0.33% 62

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
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

J. Team Financial's DUK Position: Q2 2026 in Review

J. Team Financial increased its Duke Energy (DUK) stake by 3.1% in Q2 2026, buying an estimated $8.96K and bringing the position to 2,387 shares worth $302K. The position accounts for 0.29% of the portfolio, ranked #73.

J. Team Financial first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $321K in Q3 2025. 1,515 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • J. Team Financial held 2,387 shares of Duke Energy worth $302K as of Q2 2026.
  • J. Team Financial bought 71 Duke Energy shares in Q2 2026, an estimated $8.96K.
  • Duke Energy made up 0.29% of J. Team Financial's portfolio in Q2 2026, its #73 holding.
  • J. Team Financial first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's Duke Energy position peaked at $321K in Q3 2025.
  • 1,515 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.