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Mayflower Financial Advisors’s Duke Energy DUK Stock Holding History

Mayflower 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 		$36.8M Buy
290,804
+283,267
+3,758% +$35.7M 3.18% 3
2026
Q1 		$987K Buy
7,537
+160
+2% +$20K 0.12% 171
2025
Q4 		$865K Buy
7,377
+16
+0.2% +$1.95K 0.1% 174
2025
Q3 		$911K Buy
7,361
+46
+0.6% +$5.58K 0.11% 166
2025
Q2 		$863K Buy
7,315
+216
+3% +$25.5K 0.12% 167
2025
Q1 		$866K Buy
7,099
+24
+0.3% +$2.74K 0.13% 160
2024
Q4 		$762K Buy
7,075
+44
+0.6% +$4.99K 0.11% 169
2024
Q3 		$811K Buy
7,031
+5
+0.1% +$557 0.12% 158
2024
Q2 		$704K Sell
7,026
-249
-3% -$24.9K 0.12% 169
2024
Q1 		$704K Sell
7,275
-279,085
-97% -$26.5M 0.12% 174
2023
Q4 		$27.8M Sell
286,360
-229
-0.1% -$20.8K 3.84% 3
2023
Q3 		$25.3M Buy
286,589
+208
+0.1% +$19.1K 3.78% 3
2023
Q2 		$25.7M Sell
286,381
-39
-0% -$3.68K 3.33% 3
2023
Q1 		$27.6M Buy
286,420
+265
+0.1% +$26.2K 3.63% 3
2022
Q4 		$29.5M Buy
286,155
+35
+0% +$3.36K 4.09% 3
2022
Q3 		$26.6M Buy
286,120
+26
+0% +$2.79K 4.29% 3
2022
Q2 		$30.7M Buy
286,094
+62
+0% +$6.82K 4.7% 2
2022
Q1 		$31.9M Buy
286,032
+10,637
+4% +$1.1M 4.3% 3
2021
Q4 		$28.9M Buy
275,395
+204
+0.1% +$20.7K 3.84% 4
2021
Q3 		$27.8M Sell
275,191
-1,183
-0.4% -$122K 3.76% 4
2021
Q2 		$27.3M Sell
276,374
-788
-0.3% -$79.2K 3.75% 4
2021
Q1 		$26.8M Buy
277,162
+18
+0% +$1.64K 3.97% 4
2020
Q4 		$25.4M Buy
+277,144
New +$25.6M 4.38% 4

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

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

Mayflower Financial Advisors increased its Duke Energy (DUK) stake by 3,758% in Q2 2026, buying an estimated $35.7M and bringing the position to 290,804 shares worth $36.8M. The position accounts for 3.18% of the portfolio, ranked #3.

Mayflower Financial Advisors first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Mayflower Financial Advisors held 290,804 shares of Duke Energy worth $36.8M as of Q2 2026.
  • Mayflower Financial Advisors bought 283,267 Duke Energy shares in Q2 2026, an estimated $35.7M.
  • Duke Energy made up 3.18% of Mayflower Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Mayflower Financial Advisors first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.