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Nikulski Financial’s Duke Energy DUK Stock Holding History

Nikulski 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 		$556K Sell
4,391
-25
-0.6% -$3.15K 0.12% 129
2026
Q1 		$578K Buy
4,416
+312
+8% +$39K 0.14% 120
2025
Q4 		$481K Buy
+4,104
New +$501K 0.12% 118

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nikulski Financial's DUK Position: Q2 2026 in Review

Nikulski Financial reduced its Duke Energy (DUK) stake by 0.57% in Q2 2026, selling an estimated $3.15K and leaving 4,391 shares worth $556K. The position accounts for 0.12% of the portfolio, ranked #129.

Nikulski Financial first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $578K in Q1 2026. 1,060 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Nikulski Financial held 4,391 shares of Duke Energy worth $556K as of Q2 2026.
  • Nikulski Financial sold 25 Duke Energy shares in Q2 2026, an estimated $3.15K.
  • Duke Energy made up 0.12% of Nikulski Financial's portfolio in Q2 2026, its #129 holding.
  • Nikulski Financial first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Nikulski Financial's Duke Energy position peaked at $578K in Q1 2026.
  • 1,060 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.