SF
DUK icon

Slagle Financial’s Duke Energy DUK Stock Holding History

Slagle Financial’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 		$5.11M Buy
40,352
+38,759
+2,433% +$4.89M 1.53% 17
2026
Q1 		$209K Buy
+1,593
New +$199K 0.07% 117
2025
Q4 		– Sell
-2,269
Closed -$281K – 120
2025
Q3 		$281K Buy
2,269
+19
+0.8% +$2.31K 0.1% 97
2025
Q2 		$265K Sell
2,250
-44
-2% -$5.19K 0.11% 96
2025
Q1 		$280K Sell
2,294
-309
-12% -$35.2K 0.12% 84
2024
Q4 		$280K Sell
2,603
-18
-0.7% -$2.04K 0.13% 87
2024
Q3 		$302K Sell
2,621
-396
-13% -$44.1K 0.13% 88
2024
Q2 		$302K Sell
3,017
-259
-8% -$25.9K 0.16% 84
2024
Q1 		$317K Sell
3,276
-3,612
-52% -$343K 0.17% 83
2023
Q4 		$334K Buy
6,888
+3,051
+80% +$278K 0.19% 85
2023
Q3 		$339K Sell
3,837
-934
-20% -$85.6K 0.21% 82
2023
Q2 		$428K Buy
+4,771
New +$450K 0.27% 72

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
MF
Milford Funds Auckland $6.14B AUM

Slagle Financial's DUK Position: Q2 2026 in Review

Slagle Financial increased its Duke Energy (DUK) stake by 2,433% in Q2 2026, buying an estimated $4.89M and bringing the position to 40,352 shares worth $5.11M. The position accounts for 1.53% of the portfolio, ranked #17.

Slagle Financial first reported a position in DUK in Q2 2023 and has held it in 12 quarters since. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Slagle Financial held 40,352 shares of Duke Energy worth $5.11M as of Q2 2026.
  • Slagle Financial bought 38,759 Duke Energy shares in Q2 2026, an estimated $4.89M.
  • Duke Energy made up 1.53% of Slagle Financial's portfolio in Q2 2026, its #17 holding.
  • Slagle Financial first reported a position in Duke Energy in Q2 2023 and has held it in 12 quarters since.
  • 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.