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Second Half Financial Partners’s Duke Energy DUK Stock Holding History

Second Half Financial Partners’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 		$241K Buy
1,901
+102
+6% +$12.9K 0.1% 93
2026
Q1 		$236K Sell
1,799
-110
-6% -$13.8K 0.11% 85
2025
Q4 		$224K Sell
1,909
-5
-0.3% -$611 0.1% 89
2025
Q3 		$237K Sell
1,914
-18
-0.9% -$2.18K 0.1% 86
2025
Q2 		$228K Sell
1,932
-10
-0.5% -$1.18K 0.11% 80
2025
Q1 		$237K Sell
1,942
-30
-2% -$3.42K 0.12% 73
2024
Q4 		$212K Buy
1,972
+118
+6% +$13.4K 0.1% 87
2024
Q3 		$214K Buy
+1,854
New +$206K 0.11% 89
2022
Q3 		– Sell
-36,944
Closed -$3.57M – 44
2022
Q2 		$3.57M Hold
36,944
– – 2.74% 22
2022
Q1 		$3.57M Buy
+36,944
New +$3.84M 2.74% 22

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Second Half Financial Partners's DUK Position: Q2 2026 in Review

Second Half Financial Partners increased its Duke Energy (DUK) stake by 5.7% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,901 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #93.

Second Half Financial Partners first reported a position in DUK in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.57M in Q2 2022. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Second Half Financial Partners held 1,901 shares of Duke Energy worth $241K as of Q2 2026.
  • Second Half Financial Partners bought 102 Duke Energy shares in Q2 2026, an estimated $12.9K.
  • Duke Energy made up 0.1% of Second Half Financial Partners's portfolio in Q2 2026, its #93 holding.
  • Second Half Financial Partners first reported a position in Duke Energy in Q1 2022 and has held it in 10 quarters since.
  • Second Half Financial Partners's Duke Energy position peaked at $3.57M in Q2 2022.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.