JBR Co Financial Management’s Duke Energy DUK Stock Holding History

JBR Co Financial Management’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	$1.18M	Buy	9,338 +427	+5%	+$53.9K	0.43%	50
2026 Q1	$1.04M	Hold	8,911	–	–	0.44%	53
2025 Q4	$1.04M	Sell	8,911 -125	-1%	-$15.3K	0.44%	53
2025 Q3	$1.12M	Sell	9,036 -26	-0.3%	-$3.15K	0.47%	49
2025 Q2	$1.07M	Sell	9,062 -966	-10%	-$114K	0.53%	45
2025 Q1	$1.22M	Buy	10,028 +500	+5%	+$57K	0.72%	41
2024 Q4	$1.03M	Sell	9,528 -676	-7%	-$76.6K	0.63%	42
2024 Q3	$1.18M	Hold	10,204	–	–	0.77%	36
2024 Q2	$1.02M	Hold	10,204	–	–	0.72%	37
2024 Q1	$987K	Sell	10,204 -606	-6%	-$57.5K	0.79%	35
2023 Q4	$1.05M	Buy	+10,810	New	+$983K	0.99%	28

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

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

JBR Co Financial Management's DUK Position: Q2 2026 in Review

JBR Co Financial Management increased its Duke Energy (DUK) stake by 4.8% in Q2 2026, buying an estimated $53.9K and bringing the position to 9,338 shares worth $1.18M. The position accounts for 0.43% of the portfolio, ranked #50.

JBR Co Financial Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q1 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

JBR Co Financial Management held 9,338 shares of Duke Energy worth $1.18M as of Q2 2026.
JBR Co Financial Management bought 427 Duke Energy shares in Q2 2026, an estimated $53.9K.
Duke Energy made up 0.43% of JBR Co Financial Management's portfolio in Q2 2026, its #50 holding.
JBR Co Financial Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Duke Energy position peaked at $1.22M in Q1 2025.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.