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Sharp Financial Services’s Duke Energy DUK Stock Holding History

Sharp 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 		$210K Sell
1,661
-215
-11% -$27.1K 0.1% 124
2026
Q1 		$246K Buy
1,876
+81
+5% +$10.1K 0.12% 103
2025
Q4 		$210K Buy
+1,795
New +$219K 0.11% 109

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

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

Sharp Financial Services reduced its Duke Energy (DUK) stake by 11% in Q2 2026, selling an estimated $27.1K and leaving 1,661 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #124.

Sharp Financial Services first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $246K in Q1 2026. 848 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sharp Financial Services held 1,661 shares of Duke Energy worth $210K as of Q2 2026.
  • Sharp Financial Services sold 215 Duke Energy shares in Q2 2026, an estimated $27.1K.
  • Duke Energy made up 0.1% of Sharp Financial Services's portfolio in Q2 2026, its #124 holding.
  • Sharp Financial Services first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Sharp Financial Services's Duke Energy position peaked at $246K in Q1 2026.
  • 848 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.