Krilogy Financial’s Duke Energy DUK Stock Holding History

Krilogy 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	$311K	Sell	2,457 -7	-0.3%	-$883	0.01%	806
2026 Q1	$317K	Sell	2,464 -21	-0.8%	-$2.63K	0.01%	720
2025 Q4	$295K	Sell	2,485 -1,266	-34%	-$155K	0.01%	734
2025 Q3	$464K	Buy	+3,751	New	+$455K	0.02%	544
2018 Q4	–	Sell	-468	Closed	-$37K	–	269
2018 Q3	$37K	Buy	+468	New	+$37.8K	0.01%	353
2018 Q2	–	Sell	-3,813	Closed	-$295K	–	280
2018 Q1	$295K	Hold	3,813	–	–	0.07%	124
2017 Q4	$321K	Buy	3,813 +1,465	+62%	+$128K	0.08%	114
2017 Q3	$197K	Buy	2,348 +2,096	+832%	+$179K	0.05%	168
2017 Q2	$21K	Sell	252 -666	-73%	-$56K	0.01%	432
2017 Q1	$71K	Hold	918	–	–	0.02%	243
2016 Q4	$71K	Sell	918 -457	-33%	-$35K	0.02%	243
2016 Q3	$110K	Buy	1,375 +655	+91%	+$54.2K	0.03%	197
2016 Q2	$62K	Buy	720 +560	+350%	+$44.8K	0.02%	273
2016 Q1	$13K	Sell	160 -1,787	-92%	-$135K	0.01%	443
2015 Q4	$139K	Buy	1,947 +116	+6%	+$8.16K	0.13%	69
2015 Q3	$132K	Buy	+1,831	New	+$133K	0.06%	113

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

Krilogy Financial's DUK Position: Q2 2026 in Review

Krilogy Financial reduced its Duke Energy (DUK) stake by 0.28% in Q2 2026, selling an estimated $883 and leaving 2,457 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #806.

Krilogy Financial first reported a position in DUK in Q3 2015 and has held it in 16 quarters since. The position peaked at $464K in Q3 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Krilogy Financial held 2,457 shares of Duke Energy worth $311K as of Q2 2026.
Krilogy Financial sold 7 Duke Energy shares in Q2 2026, an estimated $883.
Duke Energy made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #806 holding.
Krilogy Financial first reported a position in Duke Energy in Q3 2015 and has held it in 16 quarters since.
Krilogy Financial's Duke Energy position peaked at $464K in Q3 2025.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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