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Pacifica Partners’s Duke Energy DUK Stock Holding History

Pacifica Partners’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 		$107K Sell
827
-28
-3% -$3.53K 0.03% 153
2026
Q1 		$112K Sell
855
-60
-7% -$7.5K 0.04% 146
2025
Q4 		$107K Sell
915
-36
-4% -$4.4K 0.05% 138
2025
Q3 		$116K Buy
951
+495
+109% +$60.1K 0.04% 142
2025
Q2 		$53.3K Buy
456
+101
+28% +$11.9K 0.02% 195
2025
Q1 		$44.1K Hold
355
– – 0.02% 198
2024
Q4 		$38.2K Buy
355
+1
+0.3% +$113 0.02% 216
2024
Q3 		$40.8K Hold
354
– – 0.02% 225
2024
Q2 		$35.3K Buy
354
+42
+13% +$4.2K 0.02% 244
2024
Q1 		$29.6K Buy
312
+1
+0.3% +$95 0.01% 265
2023
Q4 		$28.8K Hold
311
– – 0.01% 259
2023
Q3 		$26.6K Hold
311
– – 0.01% 252
2023
Q2 		$28.5K Buy
311
+1
+0.3% +$94 0.02% 212
2023
Q1 		$30.8K Buy
310
+79
+34% +$7.8K 0.02% 219
2022
Q4 		$24K Hold
231
– – 0.02% 211
2022
Q3 		$24K Hold
231
– – 0.02% 216
2022
Q2 		$25K Buy
231
+1
+0.4% +$110 0.02% 222
2022
Q1 		$23K Hold
230
– – 0.02% 230
2021
Q4 		$24K Buy
230
+1
+0.4% +$101 0.02% 226
2021
Q3 		$23K Hold
229
– – 0.02% 214
2021
Q2 		$23K Hold
229
– – 0.02% 201
2021
Q1 		$22K Buy
229
+1
+0.4% +$91 0.02% 192
2020
Q4 		$20K Buy
228
+1
+0.4% +$93 0.02% 185
2020
Q3 		$20K Hold
227
– – 0.02% 162
2020
Q2 		$19K Sell
227
-106
-32% -$8.96K 0.02% 175
2020
Q1 		$27K Hold
333
– – 0.03% 161
2019
Q4 		$30K Buy
+333
New +$30.5K 0.03% 170

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Pacifica Partners's DUK Position: Q2 2026 in Review

Pacifica Partners reduced its Duke Energy (DUK) stake by 3.3% in Q2 2026, selling an estimated $3.53K and leaving 827 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #153.

Pacifica Partners first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $116K in Q3 2025. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Pacifica Partners held 827 shares of Duke Energy worth $107K as of Q2 2026.
  • Pacifica Partners sold 28 Duke Energy shares in Q2 2026, an estimated $3.53K.
  • Duke Energy made up 0.03% of Pacifica Partners's portfolio in Q2 2026, its #153 holding.
  • Pacifica Partners first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • Pacifica Partners's Duke Energy position peaked at $116K in Q3 2025.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.