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Sovereign Financial Group’s Duke Energy DUK Stock Holding History

Sovereign 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 		$381K Sell
3,013
-39
-1% -$4.92K 0.06% 263
2026
Q1 		$400K Buy
3,052
+84
+3% +$10.5K 0.07% 241
2025
Q4 		$348K Buy
2,968
+376
+15% +$45.9K 0.06% 246
2025
Q3 		$321K Buy
+2,592
New +$315K 0.06% 251

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Sovereign Financial Group reduced its Duke Energy (DUK) stake by 1.3% in Q2 2026, selling an estimated $4.92K and leaving 3,013 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #263.

Sovereign Financial Group first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $400K in Q1 2026. 895 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sovereign Financial Group held 3,013 shares of Duke Energy worth $381K as of Q2 2026.
  • Sovereign Financial Group sold 39 Duke Energy shares in Q2 2026, an estimated $4.92K.
  • Duke Energy made up 0.06% of Sovereign Financial Group's portfolio in Q2 2026, its #263 holding.
  • Sovereign Financial Group first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • Sovereign Financial Group's Duke Energy position peaked at $400K in Q1 2026.
  • 895 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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