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Register Financial Advisors’s Duke Energy DUK Stock Holding History

Register 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 		$732K Sell
5,784
-45
-0.8% -$5.68K 0.22% 107
2026
Q1 		$763K Buy
5,829
+562
+11% +$70.3K 0.28% 92
2025
Q4 		$617K Sell
5,267
-48
-0.9% -$5.86K 0.24% 99
2025
Q3 		$658K Buy
5,315
+2
+0% +$243 0.26% 95
2025
Q2 		$627K Sell
5,313
-148
-3% -$17.5K 0.27% 93
2025
Q1 		$666K Buy
5,461
+2
+0% +$228 0.35% 76
2024
Q4 		$588K Buy
5,459
+2
+0% +$227 0.3% 86
2024
Q3 		$629K Sell
5,457
-31
-0.6% -$3.45K 0.32% 84
2024
Q2 		$550K Buy
5,488
+127
+2% +$12.7K 0.28% 93
2024
Q1 		$518K Buy
5,361
+879
+20% +$83.4K 0.27% 91
2023
Q4 		$435K Buy
4,482
+3
+0.1% +$273 0.29% 88
2023
Q3 		$395K Buy
4,479
+402
+10% +$36.9K 0.29% 85
2023
Q2 		$366K Buy
4,077
+2
+0% +$189 0.26% 90
2023
Q1 		$393K Buy
4,075
+1,265
+45% +$125K 0.31% 85
2022
Q4 		$289K Buy
+2,810
New +$270K 0.18% 116

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

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

Register Financial Advisors reduced its Duke Energy (DUK) stake by 0.77% in Q2 2026, selling an estimated $5.68K and leaving 5,784 shares worth $732K. The position accounts for 0.22% of the portfolio, ranked #107.

Register Financial Advisors first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $763K in Q1 2026. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Register Financial Advisors held 5,784 shares of Duke Energy worth $732K as of Q2 2026.
  • Register Financial Advisors sold 45 Duke Energy shares in Q2 2026, an estimated $5.68K.
  • Duke Energy made up 0.22% of Register Financial Advisors's portfolio in Q2 2026, its #107 holding.
  • Register Financial Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Register Financial Advisors's Duke Energy position peaked at $763K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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