PFS
DUK icon

Prospera Financial Services’s Duke Energy DUK Stock Holding History

Prospera Financial Services’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 		$7.98M Buy
63,028
+5,370
+9% +$677K 0.12% 189
2026
Q1 		$7.55M Buy
57,658
+377
+0.7% +$47.1K 0.12% 180
2025
Q4 		$6.72M Sell
57,281
-2,427
-4% -$296K 0.11% 191
2025
Q3 		$7.39M Buy
59,708
+159
+0.3% +$19.3K 0.13% 177
2025
Q2 		$7.03M Sell
59,549
-2,961
-5% -$349K 0.13% 172
2025
Q1 		$7.63M Sell
62,510
-4,276
-6% -$487K 0.18% 134
2024
Q4 		$7.2M Buy
66,786
+4,835
+8% +$548K 0.17% 135
2024
Q3 		$7.15M Buy
61,951
+2,174
+4% +$242K 0.18% 121
2024
Q2 		$5.99M Sell
59,777
-1,525
-2% -$153K 0.17% 130
2024
Q1 		$5.93M Buy
61,302
+1,711
+3% +$162K 0.18% 122
2023
Q4 		$5.78M Buy
59,591
+6,667
+13% +$606K 0.19% 123
2023
Q3 		$4.67M Buy
52,924
+6,456
+14% +$592K 0.18% 127
2023
Q2 		$4.17M Buy
46,468
+7,129
+18% +$673K 0.16% 145
2023
Q1 		$3.8M Buy
39,339
+1,628
+4% +$161K 0.16% 155
2022
Q4 		$3.88M Buy
37,711
+1,520
+4% +$146K 0.19% 120
2022
Q3 		$3.37M Buy
36,191
+4,555
+14% +$489K 0.18% 143
2022
Q2 		$3.39M Buy
31,636
+1,008
+3% +$111K 0.17% 143
2022
Q1 		$3.42M Buy
30,628
+374
+1% +$38.8K 0.14% 174
2021
Q4 		$3.17M Buy
30,254
+1,170
+4% +$119K 0.14% 177
2021
Q3 		$2.84M Sell
29,084
-1,182
-4% -$122K 0.14% 180
2021
Q2 		$2.99M Buy
30,266
+1,640
+6% +$165K 0.15% 176
2021
Q1 		$2.77M Buy
28,626
+395
+1% +$36K 0.16% 157
2020
Q4 		$2.59M Buy
+28,231
New +$2.61M 0.18% 140
2020
Q3 		– Sell
-26,242
Closed -$2.1M – 1627
2020
Q2 		$2.1M Buy
26,242
+632
+2% +$53.4K 0.19% 145
2020
Q1 		$2.07M Buy
25,610
+1,634
+7% +$150K 0.22% 114
2019
Q4 		$2.19M Buy
23,976
+62
+0.3% +$5.68K 0.17% 151
2019
Q3 		$2.29M Buy
23,914
+69
+0.3% +$6.28K 0.24% 88
2019
Q2 		$2.12M Sell
23,845
-384
-2% -$33.9K 0.24% 89
2019
Q1 		$2.18M Buy
24,229
+5,619
+30% +$495K 0.72% 28
2018
Q4 		$1.6M Buy
18,610
+989
+6% +$84.2K 0.32% 72
2018
Q3 		$1.4M Sell
17,621
-3,853
-18% -$312K 0.26% 91
2018
Q2 		$1.71M Buy
21,474
+2,672
+14% +$206K 0.23% 84
2018
Q1 		$1.46M Buy
18,802
+3,889
+26% +$301K 0.2% 107
2017
Q4 		$1.24M Sell
14,913
-1,389
-9% -$121K 0.19% 113
2017
Q3 		$1.37M Buy
16,302
+1,166
+8% +$99.8K 0.21% 105
2017
Q2 		$1.26M Sell
15,136
-151
-1% -$12.7K 0.2% 103
2017
Q1 		$1.26M Sell
15,287
-15,499
-50% -$1.23M 0.23% 89
2016
Q4 		$2.39M Buy
30,786
+14,360
+87% +$1.1M 0.47% 39
2016
Q3 		$1.31M Buy
16,426
+803
+5% +$66.5K 0.26% 69
2016
Q2 		$1.34M Buy
15,623
+929
+6% +$74.3K 0.28% 70
2016
Q1 		$1.19M Buy
14,694
+6,053
+70% +$458K 0.26% 71
2015
Q4 		$617K Buy
8,641
+4,232
+96% +$298K 0.14% 106
2015
Q3 		$317K Buy
+4,409
New +$319K 0.08% 178
2015
Q2 		– Sell
-2,605
Closed -$200K – 305
2015
Q1 		$200K Sell
2,605
-576
-18% -$46.8K 0.04% 291
2014
Q4 		$266K Sell
3,181
-541
-15% -$43.6K 0.07% 220
2014
Q3 		$278K Buy
3,722
+2
+0.1% +$146 0.07% 211
2014
Q2 		$276K Buy
3,720
+50
+1% +$3.6K 0.07% 202
2014
Q1 		$261K Buy
3,670
+147
+4% +$10.2K 0.08% 191
2013
Q4 		$243K Sell
3,523
-1,558
-31% -$109K 0.08% 198
2013
Q3 		$342K Buy
5,081
+11
+0.2% +$750 0.13% 136
2013
Q2 		$339K Buy
+5,070
New +$358K 0.16% 145

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

Prospera Financial Services's DUK Position: Q2 2026 in Review

Prospera Financial Services increased its Duke Energy (DUK) stake by 9.3% in Q2 2026, buying an estimated $677K and bringing the position to 63,028 shares worth $7.98M. The position accounts for 0.12% of the portfolio, ranked #189.

Prospera Financial Services first reported a position in DUK in Q2 2013 and has held it in 51 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Prospera Financial Services held 63,028 shares of Duke Energy worth $7.98M as of Q2 2026.
  • Prospera Financial Services bought 5,370 Duke Energy shares in Q2 2026, an estimated $677K.
  • Duke Energy made up 0.12% of Prospera Financial Services's portfolio in Q2 2026, its #189 holding.
  • Prospera Financial Services first reported a position in Duke Energy in Q2 2013 and has held it in 51 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.