Scarborough Advisors’s Duke Energy DUK Stock Holding History

Scarborough 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	–	Sell	-1,464	Closed	-$192K	–	290
2026 Q1	$192K	Sell	1,464 -180	-11%	-$22.5K	0.02%	146
2025 Q4	$193K	Buy	1,644 +387	+31%	+$47.3K	0.03%	90
2025 Q3	$156K	Buy	1,257 +966	+332%	+$117K	0.03%	95
2025 Q2	$34.4K	Buy	+291	New	+$34.3K	0.01%	155
2024 Q3	–	Sell	-1,131	Closed	-$113K	–	218
2024 Q2	$113K	Buy	1,131 +4	+0.4%	+$400	0.05%	67
2024 Q1	$109K	Hold	1,127	–	–	0.05%	65
2023 Q4	$109K	Buy	+1,127	New	+$103K	0.02%	111

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

Scarborough Advisors's DUK Position: Q2 2026 in Review

Scarborough Advisors sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,464 shares — an estimated $192K sold.

Scarborough Advisors first reported a position in DUK in Q4 2023 and held it in 7 quarters. The position peaked at $193K in Q4 2025. 816 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Scarborough Advisors reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 1,464 Duke Energy shares in Q2 2026, an estimated $192K.
Scarborough Advisors first reported a position in Duke Energy in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's Duke Energy position peaked at $193K in Q4 2025.
816 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.