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Southern Financial Group’s Duke Energy DUK Stock Holding History

Southern Financial Group’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 		$361K Sell
2,848
-40
-1% -$5.05K 0.09% 57
2026
Q1 		$378K Buy
2,888
+13
+0.5% +$1.63K 0.11% 47
2025
Q4 		$337K Buy
+2,875
New +$351K 0.1% 57

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Southern Financial Group's DUK Position: Q2 2026 in Review

Southern Financial Group reduced its Duke Energy (DUK) stake by 1.4% in Q2 2026, selling an estimated $5.05K and leaving 2,848 shares worth $361K. The position accounts for 0.09% of the portfolio, ranked #57.

Southern Financial Group first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $378K in Q1 2026. 1,429 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Southern Financial Group held 2,848 shares of Duke Energy worth $361K as of Q2 2026.
  • Southern Financial Group sold 40 Duke Energy shares in Q2 2026, an estimated $5.05K.
  • Duke Energy made up 0.09% of Southern Financial Group's portfolio in Q2 2026, its #57 holding.
  • Southern Financial Group first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Duke Energy position peaked at $378K in Q1 2026.
  • 1,429 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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