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PFG Investments’s Duke Energy DUK Stock Holding History

PFG Investments’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 		$3.93M Buy
31,072
+213
+0.7% +$26.9K 0.15% 126
2026
Q1 		$4.04M Buy
30,859
+538
+2% +$67.3K 0.19% 99
2025
Q4 		$3.55M Sell
30,321
-772
-2% -$94.3K 0.17% 112
2025
Q3 		$3.85M Sell
31,093
-638
-2% -$77.4K 0.2% 97
2025
Q2 		$3.74M Buy
31,731
+322
+1% +$38K 0.22% 87
2025
Q1 		$3.83M Buy
31,409
+155
+0.5% +$17.7K 0.25% 80
2024
Q4 		$3.37M Sell
31,254
-337
-1% -$38.2K 0.21% 86
2024
Q3 		$3.64M Sell
31,591
-340
-1% -$37.8K 0.24% 74
2024
Q2 		$3.2M Buy
31,931
+3,990
+14% +$399K 0.23% 82
2024
Q1 		$2.7M Buy
27,941
+20,444
+273% +$1.94M 0.16% 131
2023
Q4 		$728K Sell
7,497
-258
-3% -$23.5K 0.14% 172
2023
Q3 		$684K Buy
7,755
+1,106
+17% +$101K 0.13% 177
2023
Q2 		$597K Buy
6,649
+103
+2% +$9.72K 0.11% 208
2023
Q1 		$632K Buy
+6,546
New +$647K 0.13% 184

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

PFG Investments's DUK Position: Q2 2026 in Review

PFG Investments increased its Duke Energy (DUK) stake by 0.69% in Q2 2026, buying an estimated $26.9K and bringing the position to 31,072 shares worth $3.93M. The position accounts for 0.15% of the portfolio, ranked #126.

PFG Investments first reported a position in DUK in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.04M in Q1 2026. 879 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • PFG Investments held 31,072 shares of Duke Energy worth $3.93M as of Q2 2026.
  • PFG Investments bought 213 Duke Energy shares in Q2 2026, an estimated $26.9K.
  • Duke Energy made up 0.15% of PFG Investments's portfolio in Q2 2026, its #126 holding.
  • PFG Investments first reported a position in Duke Energy in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Duke Energy position peaked at $4.04M in Q1 2026.
  • 879 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.