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PFG Advisors’s Duke Energy DUK Stock Holding History

PFG 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 		$523K Sell
4,135
-362
-8% -$45.7K 0.03% 522
2026
Q1 		$589K Buy
4,497
+1,244
+38% +$156K 0.03% 506
2025
Q4 		$381K Sell
3,253
-1,303
-29% -$159K 0.02% 583
2025
Q3 		$564K Buy
4,556
+16
+0.4% +$1.94K 0.02% 536
2025
Q2 		$536K Buy
4,540
+437
+11% +$51.6K 0.02% 407
2025
Q1 		$500K Buy
4,103
+211
+5% +$24.1K 0.03% 468
2024
Q4 		$419K Buy
3,892
+57
+1% +$6.46K 0.03% 496
2024
Q3 		$442K Buy
3,835
+79
+2% +$8.79K 0.03% 478
2024
Q2 		$376K Sell
3,756
-107
-3% -$10.7K 0.03% 492
2024
Q1 		$374K Sell
3,863
-206
-5% -$19.5K 0.03% 468
2023
Q4 		$395K Buy
4,069
+485
+14% +$44.1K 0.03% 411
2023
Q3 		$316K Sell
3,584
-10,048
-74% -$921K 0.03% 440
2023
Q2 		$1.22M Buy
13,632
+4,011
+42% +$379K 0.09% 249
2023
Q1 		$928K Buy
9,621
+2,304
+31% +$228K 0.08% 290
2022
Q4 		$754K Buy
7,317
+563
+8% +$54K 0.07% 290
2022
Q3 		$628K Buy
6,754
+414
+7% +$44.5K 0.07% 291
2022
Q2 		$680K Buy
6,340
+134
+2% +$14.7K 0.08% 219
2022
Q1 		$693K Buy
6,206
+1,192
+24% +$124K 0.07% 238
2021
Q4 		$526K Sell
5,014
-1,917
-28% -$194K 0.05% 341
2021
Q3 		$676K Sell
6,931
-179
-3% -$18.5K 0.07% 298
2021
Q2 		$702K Buy
7,110
+43
+0.6% +$4.32K 0.08% 275
2021
Q1 		$682K Buy
+7,067
New +$645K 0.09% 258

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PFG Advisors's DUK Position: Q2 2026 in Review

PFG Advisors reduced its Duke Energy (DUK) stake by 8% in Q2 2026, selling an estimated $45.7K and leaving 4,135 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #522.

PFG Advisors first reported a position in DUK in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.22M in Q2 2023. 905 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • PFG Advisors held 4,135 shares of Duke Energy worth $523K as of Q2 2026.
  • PFG Advisors sold 362 Duke Energy shares in Q2 2026, an estimated $45.7K.
  • Duke Energy made up 0.03% of PFG Advisors's portfolio in Q2 2026, its #522 holding.
  • PFG Advisors first reported a position in Duke Energy in Q1 2021 and has held it in 22 quarters since.
  • PFG Advisors's Duke Energy position peaked at $1.22M in Q2 2023.
  • 905 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.