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Petra Financial Advisors’s Duke Energy DUK Stock Holding History

Petra 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 		$606K Buy
4,791
+11
+0.2% +$1.39K 0.28% 86
2026
Q1 		$626K Sell
4,780
-323
-6% -$40.4K 0.39% 70
2025
Q4 		$598K Buy
5,103
+15
+0.3% +$1.83K 0.35% 79
2025
Q3 		$630K Buy
5,088
+12
+0.2% +$1.46K 0.37% 77
2025
Q2 		$599K Buy
5,076
+17
+0.3% +$2.01K 0.38% 68
2025
Q1 		$617K Sell
5,059
-6
-0.1% -$684 0.51% 44
2024
Q4 		$546K Buy
5,065
+18
+0.4% +$2.04K 0.37% 77
2024
Q3 		$582K Buy
5,047
+576
+13% +$64.1K 0.38% 73
2024
Q2 		$448K Buy
4,471
+130
+3% +$13K 0.32% 82
2024
Q1 		$420K Buy
4,341
+152
+4% +$14.4K 0.31% 83
2023
Q4 		$406K Sell
4,189
-1,596
-28% -$145K 0.34% 79
2023
Q3 		$511K Buy
5,785
+150
+3% +$13.8K 0.43% 67
2023
Q2 		$506K Buy
5,635
+3
+0.1% +$283 0.45% 65
2023
Q1 		$543K Buy
5,632
+3
+0.1% +$296 0.54% 37
2022
Q4 		$580K Buy
+5,629
New +$540K 0.64% 45

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Petra Financial Advisors increased its Duke Energy (DUK) stake by 0.23% in Q2 2026, buying an estimated $1.39K and bringing the position to 4,791 shares worth $606K. The position accounts for 0.28% of the portfolio, ranked #86.

Petra Financial Advisors first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $630K in Q3 2025. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Petra Financial Advisors held 4,791 shares of Duke Energy worth $606K as of Q2 2026.
  • Petra Financial Advisors bought 11 Duke Energy shares in Q2 2026, an estimated $1.39K.
  • Duke Energy made up 0.28% of Petra Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • Petra Financial Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Petra Financial Advisors's Duke Energy position peaked at $630K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.