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Nations Financial Group’s Duke Energy DUK Stock Holding History

Nations Financial Group’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 		$820K Sell
6,478
-98
-1% -$12.4K 0.04% 431
2026
Q1 		$861K Buy
6,576
+708
+12% +$88.5K 0.04% 412
2025
Q4 		$688K Sell
5,868
-43
-0.7% -$5.25K 0.04% 445
2025
Q3 		$732K Buy
5,911
+78
+1% +$9.47K 0.05% 407
2025
Q2 		$688K Buy
5,833
+304
+5% +$35.9K 0.05% 385
2025
Q1 		$674K Sell
5,529
-106
-2% -$12.1K 0.05% 357
2024
Q4 		$607K Sell
5,635
-161
-3% -$18.2K 0.04% 392
2024
Q3 		$668K Buy
5,796
+1,602
+38% +$178K 0.05% 371
2024
Q2 		$420K Buy
4,194
+24
+0.6% +$2.4K 0.03% 455
2024
Q1 		$403K Sell
4,170
-440
-10% -$41.7K 0.03% 474
2023
Q4 		$447K Buy
4,610
+481
+12% +$43.7K 0.04% 413
2023
Q3 		$364K Buy
4,129
+539
+15% +$49.4K 0.04% 449
2023
Q2 		$322K Buy
3,590
+1
+0% +$94 0.03% 479
2023
Q1 		$346K Buy
3,589
+282
+9% +$27.9K 0.04% 456
2022
Q4 		$341K Buy
3,307
+823
+33% +$79K 0.04% 442
2022
Q3 		$231K Sell
2,484
-267
-10% -$28.7K 0.03% 464
2022
Q2 		$295K Sell
2,751
-48
-2% -$5.28K 0.04% 414
2022
Q1 		$313K Buy
2,799
+270
+11% +$28K 0.04% 420
2021
Q4 		$265K Buy
2,529
+342
+16% +$34.7K 0.03% 416
2021
Q3 		$213K Buy
2,187
+95
+5% +$9.84K 0.03% 418
2021
Q2 		$207K Buy
+2,092
New +$210K 0.03% 386
2019
Q1 		– Sell
-2,478
Closed -$214K – 173
2018
Q4 		$214K Buy
+2,478
New +$211K 0.17% 148

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

Nations Financial Group's DUK Position: Q2 2026 in Review

Nations Financial Group reduced its Duke Energy (DUK) stake by 1.5% in Q2 2026, selling an estimated $12.4K and leaving 6,478 shares worth $820K. The position accounts for 0.04% of the portfolio, ranked #431.

Nations Financial Group first reported a position in DUK in Q4 2018 and has held it in 22 quarters since. The position peaked at $861K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Nations Financial Group held 6,478 shares of Duke Energy worth $820K as of Q2 2026.
  • Nations Financial Group sold 98 Duke Energy shares in Q2 2026, an estimated $12.4K.
  • Duke Energy made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #431 holding.
  • Nations Financial Group first reported a position in Duke Energy in Q4 2018 and has held it in 22 quarters since.
  • Nations Financial Group's Duke Energy position peaked at $861K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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