JNBA Financial Advisors’s Duke Energy DUK Stock Holding History

JNBA Financial 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	$30K	Buy	237 +14	+6%	+$1.77K	﹤0.01%	390
2026 Q1	$29.2K	Hold	223	–	–	﹤0.01%	370
2025 Q4	$26.1K	Hold	223	–	–	﹤0.01%	397
2025 Q3	$27.6K	Hold	223	–	–	﹤0.01%	377
2025 Q2	$26.3K	Hold	223	–	–	﹤0.01%	361
2025 Q1	$27.2K	Sell	223 -53	-19%	-$6.04K	﹤0.01%	344
2024 Q4	$29.7K	Hold	276	–	–	﹤0.01%	340
2024 Q3	$31.8K	Hold	276	–	–	﹤0.01%	337
2024 Q2	$27.7K	Hold	276	–	–	﹤0.01%	348
2024 Q1	$26.7K	Hold	276	–	–	﹤0.01%	359
2023 Q4	$26.8K	Sell	276 -36	-12%	-$3.27K	﹤0.01%	359
2023 Q3	$27.5K	Sell	312 -191	-38%	-$17.5K	﹤0.01%	346
2023 Q2	$45.1K	Buy	503 +254	+102%	+$24K	0.01%	299
2023 Q1	$24K	Buy	249 +49	+25%	+$4.84K	﹤0.01%	368
2022 Q4	$20.6K	Hold	200	–	–	﹤0.01%	368
2022 Q3	$19K	Sell	200 -39	-16%	-$4.19K	﹤0.01%	380
2022 Q2	$26K	Buy	239 +39	+20%	+$4.29K	﹤0.01%	359
2022 Q1	$22K	Buy	200 +32	+19%	+$3.32K	﹤0.01%	387
2021 Q4	$18K	Buy	+168	New	+$17K	﹤0.01%	432
2020 Q1	–	Sell	-237	Closed	-$22K	–	577
2019 Q4	$22K	Hold	237	–	–	﹤0.01%	338
2019 Q3	$23K	Sell	237 -100	-30%	-$9.1K	﹤0.01%	318
2019 Q2	$30K	Buy	337 +100	+42%	+$8.84K	0.01%	290
2019 Q1	$21K	Sell	237 -83	-26%	-$7.32K	﹤0.01%	319
2018 Q4	$28K	Sell	320 -47,590	-99%	-$4.05M	0.01%	265
2018 Q3	$3.83M	Buy	47,910 +47,573	+14,117%	+$3.85M	1.72%	21
2018 Q2	$27K	Buy	337 +100	+42%	+$7.69K	0.01%	286
2018 Q1	$18K	Hold	237	–	–	﹤0.01%	319
2017 Q4	$20K	Hold	237	–	–	﹤0.01%	309
2017 Q3	$20K	Hold	237	–	–	﹤0.01%	298
2017 Q2	$20K	Hold	237	–	–	﹤0.01%	288
2017 Q1	$19K	Sell	237 -20	-8%	-$1.59K	﹤0.01%	298
2016 Q4	$20K	Sell	257 -5,388	-95%	-$413K	﹤0.01%	297
2016 Q3	$452K	Buy	5,645 +5,558	+6,389%	+$460K	0.07%	106
2016 Q2	$7K	Hold	87	–	–	﹤0.01%	369
2016 Q1	$7K	Hold	87	–	–	﹤0.01%	388
2015 Q4	$6K	Buy	+87	New	+$6.12K	﹤0.01%	387

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

MFA

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

JNBA Financial Advisors's DUK Position: Q2 2026 in Review

JNBA Financial Advisors increased its Duke Energy (DUK) stake by 6.3% in Q2 2026, buying an estimated $1.77K and bringing the position to 237 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

JNBA Financial Advisors first reported a position in DUK in Q4 2015 and has held it in 36 quarters since. The position peaked at $3.83M in Q3 2018. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

JNBA Financial Advisors held 237 shares of Duke Energy worth $30K as of Q2 2026.
JNBA Financial Advisors bought 14 Duke Energy shares in Q2 2026, an estimated $1.77K.
Duke Energy made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #390 holding.
JNBA Financial Advisors first reported a position in Duke Energy in Q4 2015 and has held it in 36 quarters since.
JNBA Financial Advisors's Duke Energy position peaked at $3.83M in Q3 2018.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.