JF
DUK icon

Joule Financial’s Duke Energy DUK Stock Holding History

Joule 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 		$228K Buy
1,803
+38
+2% +$4.79K 0.06% 104
2026
Q1 		$231K Sell
1,765
-524
-23% -$65.5K 0.07% 107
2025
Q4 		$268K Buy
2,289
+20
+0.9% +$2.44K 0.08% 92
2025
Q3 		$281K Sell
2,269
-126
-5% -$15.3K 0.08% 92
2025
Q2 		$283K Buy
2,395
+1
+0% +$118 0.09% 90
2025
Q1 		$292K Buy
2,394
+50
+2% +$5.7K 0.1% 81
2024
Q4 		$253K Sell
2,344
-1
-0% -$113 0.09% 90
2024
Q3 		$270K Buy
2,345
+1
+0% +$111 0.1% 89
2024
Q2 		$235K Sell
2,344
-46
-2% -$4.6K 0.1% 91
2024
Q1 		$231K Buy
2,390
+1
+0% +$95 0.1% 94
2023
Q4 		$232K Buy
+2,389
New +$217K 0.11% 94
2023
Q1 		– Sell
-4,327
Closed -$446K – 106
2022
Q4 		$446K Sell
4,327
-165
-4% -$15.8K 0.3% 47
2022
Q3 		$418K Buy
4,492
+339
+8% +$36.4K 0.31% 49
2022
Q2 		$445K Buy
+4,153
New +$457K 0.35% 47

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

Joule Financial's DUK Position: Q2 2026 in Review

Joule Financial increased its Duke Energy (DUK) stake by 2.2% in Q2 2026, buying an estimated $4.79K and bringing the position to 1,803 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #104.

Joule Financial first reported a position in DUK in Q2 2022 and has held it in 14 quarters since. The position peaked at $446K in Q4 2022. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Joule Financial held 1,803 shares of Duke Energy worth $228K as of Q2 2026.
  • Joule Financial bought 38 Duke Energy shares in Q2 2026, an estimated $4.79K.
  • Duke Energy made up 0.06% of Joule Financial's portfolio in Q2 2026, its #104 holding.
  • Joule Financial first reported a position in Duke Energy in Q2 2022 and has held it in 14 quarters since.
  • Joule Financial's Duke Energy position peaked at $446K in Q4 2022.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.