Pettinga Financial Advisors’s Duke Energy DUK Stock Holding History

Pettinga 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	$598K	Sell	4,728 -322	-6%	-$40.6K	0.1%	95
2026 Q1	$661K	Hold	5,050	–	–	0.12%	89
2025 Q4	$592K	Hold	5,050	–	–	0.11%	89
2025 Q3	$625K	Hold	5,050	–	–	0.12%	84
2025 Q2	$596K	Buy	5,050 +2,733	+118%	+$322K	0.13%	81
2025 Q1	$283K	Hold	2,317	–	–	0.07%	104
2024 Q4	$250K	Hold	2,317	–	–	0.06%	114
2024 Q3	$267K	Hold	2,317	–	–	0.06%	106
2024 Q2	$232K	Buy	+2,317	New	+$232K	0.06%	113

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return