Peak Financial Advisors’s Duke Energy DUK Stock Holding History

Peak Financial Advisors’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	$516K	Buy	4,073 +20	+0.5%	+$2.52K	0.21%	59
2026 Q1	$531K	Buy	4,053 +32	+0.8%	+$4K	0.24%	53
2025 Q4	$471K	Buy	4,021 +38	+1%	+$4.64K	0.21%	74
2025 Q3	$493K	Buy	3,983 +162	+4%	+$19.7K	0.24%	72
2025 Q2	$451K	Buy	+3,821	New	+$451K	0.23%	77

Other funds holding DUK

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

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

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

Peak Financial Advisors's DUK Position: Q2 2026 in Review

Peak Financial Advisors increased its Duke Energy (DUK) stake by 0.49% in Q2 2026, buying an estimated $2.52K and bringing the position to 4,073 shares worth $516K. The position accounts for 0.21% of the portfolio, ranked #59.

Peak Financial Advisors first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $531K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Peak Financial Advisors held 4,073 shares of Duke Energy worth $516K as of Q2 2026.
Peak Financial Advisors bought 20 Duke Energy shares in Q2 2026, an estimated $2.52K.
Duke Energy made up 0.21% of Peak Financial Advisors's portfolio in Q2 2026, its #59 holding.
Peak Financial Advisors first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
Peak Financial Advisors's Duke Energy position peaked at $531K in Q1 2026.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.