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Pathfinder Wealth Consulting’s Duke Energy DUK Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-7,922
Closed -$1.04M – 36
2026
Q1 		$1.04M Sell
7,922
-227
-3% -$28.4K 0.67% 39
2025
Q4 		$955K Buy
+8,149
New +$995K 0.6% 40

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

Pathfinder Wealth Consulting's DUK Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 7,922 shares — an estimated $1.04M sold.

Pathfinder Wealth Consulting first reported a position in DUK in Q4 2025 and held it in 2 quarters. The position peaked at $1.04M in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 7,922 Duke Energy shares in Q2 2026, an estimated $1.04M.
  • Pathfinder Wealth Consulting first reported a position in Duke Energy in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Duke Energy position peaked at $1.04M in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.