Oxford Financial Group’s Duke Energy DUK Stock Holding History

Oxford 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	$359K	Buy	2,835 +6	+0.2%	+$757	0.02%	185
2026 Q1	$370K	Buy	2,829 +844	+43%	+$106K	0.02%	193
2025 Q4	$233K	Sell	1,985 -25	-1%	-$3.05K	0.01%	217
2025 Q3	$249K	Buy	+2,010	New	+$244K	0.01%	201
2025 Q2	–	Sell	-1,672	Closed	-$204K	–	263
2025 Q1	$204K	Buy	+1,672	New	+$191K	0.01%	207
2024 Q4	–	Sell	-2,078	Closed	-$240K	–	307
2024 Q3	$240K	Sell	2,078 -804	-28%	-$89.5K	0.02%	221
2024 Q2	$289K	Buy	+2,882	New	+$288K	0.02%	222
2022 Q3	–	Sell	-2,034	Closed	-$218K	–	251
2022 Q2	$218K	Buy	2,034 +101	+5%	+$11.1K	0.03%	178
2022 Q1	$216K	Hold	1,933	–	–	0.03%	182
2021 Q4	$203K	Buy	+1,933	New	+$196K	0.02%	197

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Oxford Financial Group increased its Duke Energy (DUK) stake by 0.21% in Q2 2026, buying an estimated $757 and bringing the position to 2,835 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #185.

Oxford Financial Group first reported a position in DUK in Q4 2021 and has held it in 10 quarters since. The position peaked at $370K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Oxford Financial Group held 2,835 shares of Duke Energy worth $359K as of Q2 2026.
Oxford Financial Group bought 6 Duke Energy shares in Q2 2026, an estimated $757.
Duke Energy made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #185 holding.
Oxford Financial Group first reported a position in Duke Energy in Q4 2021 and has held it in 10 quarters since.
Oxford Financial Group's Duke Energy position peaked at $370K in Q1 2026.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.