Northstar Advisory Group’s Duke Energy DUK Stock Holding History

Northstar Advisory 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	$583K	Buy	4,607 +79	+2%	+$9.96K	0.18%	77
2026 Q1	$593K	Sell	4,528 -155	-3%	-$19.4K	0.22%	77
2025 Q4	$549K	Buy	4,683 +39	+0.8%	+$4.76K	0.2%	78
2025 Q3	$575K	Sell	4,644 -135	-3%	-$16.4K	0.23%	73
2025 Q2	$564K	Hold	4,779	–	–	0.28%	66
2025 Q1	$583K	Sell	4,779 -250	-5%	-$28.5K	0.38%	60
2024 Q4	$542K	Sell	5,029 -24	-0.5%	-$2.72K	0.28%	66
2024 Q3	$583K	Buy	5,053 +34	+0.7%	+$3.78K	0.3%	65
2024 Q2	$503K	Buy	5,019 +2,654	+112%	+$265K	0.29%	60
2024 Q1	$244K	Hold	2,365	–	–	0.15%	83
2023 Q4	$230K	Buy	2,365 +1	+0%	+$91	0.14%	87
2023 Q3	$209K	Hold	2,364	–	–	0.15%	88
2023 Q2	$212K	Hold	2,364	–	–	0.14%	78
2023 Q1	$228K	Sell	2,364 -482	-17%	-$47.6K	0.17%	76
2022 Q4	$293K	Hold	2,846	–	–	0.23%	74
2022 Q3	$265K	Hold	2,846	–	–	0.24%	68
2022 Q2	$305K	Hold	2,846	–	–	0.23%	59
2022 Q1	$318K	Hold	2,846	–	–	0.2%	87
2021 Q4	$299K	Buy	+2,846	New	+$289K	0.18%	82
2021 Q3	–	Sell	-2,845	Closed	-$281K	–	64
2021 Q2	$281K	Hold	2,845	–	–	0.18%	97
2021 Q1	$275K	Hold	2,845	–	–	0.21%	88
2020 Q4	$260K	Buy	+2,845	New	+$263K	0.22%	92

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) 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

Milford Funds Auckland $6.14B AUM

Northstar Advisory Group's DUK Position: Q2 2026 in Review

Northstar Advisory Group increased its Duke Energy (DUK) stake by 1.7% in Q2 2026, buying an estimated $9.96K and bringing the position to 4,607 shares worth $583K. The position accounts for 0.18% of the portfolio, ranked #77.

Northstar Advisory Group first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. The position peaked at $593K in Q1 2026. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Northstar Advisory Group held 4,607 shares of Duke Energy worth $583K as of Q2 2026.
Northstar Advisory Group bought 79 Duke Energy shares in Q2 2026, an estimated $9.96K.
Duke Energy made up 0.18% of Northstar Advisory Group's portfolio in Q2 2026, its #77 holding.
Northstar Advisory Group first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
Northstar Advisory Group's Duke Energy position peaked at $593K in Q1 2026.
1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.