Sowell Financial Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.87M | Sell |
30,590
-2,009
| -6% | -$253K | 0.13% | 175 |
|
|
2026
Q1 | $4.27M | Sell |
32,599
-955
| -3% | -$119K | 0.16% | 135 |
|
|
2025
Q4 | $3.93M | Buy |
33,554
+987
| +3% | +$121K | 0.14% | 141 |
|
|
2025
Q3 | $4.03M | Buy |
32,567
+215
| +0.7% | +$26.1K | 0.15% | 132 |
|
|
2025
Q2 | $3.82M | Sell |
32,352
-244
| -0.7% | -$28.8K | 0.16% | 136 |
|
|
2025
Q1 | $3.98M | Buy |
32,596
+445
| +1% | +$50.7K | 0.18% | 119 |
|
|
2024
Q4 | $3.46M | Sell |
32,151
-1,114
| -3% | -$126K | 0.18% | 129 |
|
|
2024
Q3 | $3.83M | Sell |
33,265
-144
| -0.4% | -$16K | 0.18% | 135 |
|
|
2024
Q2 | $3.35M | Sell |
33,409
-5,516
| -14% | -$552K | 0.16% | 147 |
|
|
2024
Q1 | $3.76M | Buy |
38,925
+1,114
| +3% | +$106K | 0.18% | 138 |
|
|
2023
Q4 | $3.67M | Buy |
37,811
+1,999
| +6% | +$182K | 0.2% | 129 |
|
|
2023
Q3 | $3.16M | Sell |
35,812
-540
| -1% | -$49.5K | 0.2% | 132 |
|
|
2023
Q2 | $3.26M | Buy |
36,352
+11,874
| +49% | +$1.12M | 0.18% | 133 |
|
|
2023
Q1 | $2.36M | Sell |
24,478
-7,644
| -24% | -$755K | 0.18% | 130 |
|
|
2022
Q4 | $3.31M | Buy |
32,122
+1,270
| +4% | +$122K | 0.21% | 124 |
|
|
2022
Q3 | $2.87M | Buy |
30,852
+2,531
| +9% | +$272K | 0.29% | 98 |
|
|
2022
Q2 | $3.04M | Buy |
+28,321
| New | +$3.11M | 0.28% | 82 |
|
|
2022
Q1 | – | Sell |
-18,055
| Closed | -$1.89M | – | 237 |
|
|
2021
Q4 | $1.89M | Sell |
18,055
-6,070
| -25% | -$615K | 0.11% | 205 |
|
|
2021
Q3 | $2.35M | Buy |
24,125
+1,640
| +7% | +$170K | 0.16% | 156 |
|
|
2021
Q2 | $2.22M | Sell |
22,485
-20,307
| -47% | -$2.04M | 0.15% | 171 |
|
|
2021
Q1 | $4.3M | Buy |
42,792
+6,616
| +18% | +$604K | 0.15% | 133 |
|
|
2020
Q4 | $3.31M | Buy |
36,176
+26,088
| +259% | +$2.41M | 0.14% | 134 |
|
|
2020
Q3 | $893K | Sell |
10,088
-2,055
| -17% | -$169K | 0.04% | 322 |
|
|
2020
Q2 | $970K | Sell |
12,143
-6,314
| -34% | -$534K | 0.05% | 280 |
|
|
2020
Q1 | $1.49M | Buy |
18,457
+3,769
| +26% | +$346K | 0.11% | 190 |
|
|
2019
Q4 | $1.34M | Buy |
14,688
+3,059
| +26% | +$280K | 0.1% | 209 |
|
|
2019
Q3 | $1.11M | Buy |
+11,629
| New | +$1.06M | 0.09% | 232 |
|
|
2019
Q1 | $1.3M | Buy |
14,432
+4,850
| +51% | +$428K | 0.15% | 160 |
|
|
2018
Q4 | $827K | Buy |
9,582
+858
| +10% | +$73K | 0.12% | 189 |
|
|
2018
Q3 | $698K | Buy |
+8,724
| New | +$705K | 0.1% | 152 |
|
Other funds holding DUK
Sowell Financial Services's DUK Position: Q2 2026 in Review
Sowell Financial Services reduced its Duke Energy (DUK) stake by 6.2% in Q2 2026, selling an estimated $253K and leaving 30,590 shares worth $3.87M. The position accounts for 0.13% of the portfolio, ranked #175.
Sowell Financial Services first reported a position in DUK in Q3 2018 and has held it in 30 quarters since. The position peaked at $4.3M in Q1 2021. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Sowell Financial Services held 30,590 shares of Duke Energy worth $3.87M as of Q2 2026.
- Sowell Financial Services sold 2,009 Duke Energy shares in Q2 2026, an estimated $253K.
- Duke Energy made up 0.13% of Sowell Financial Services's portfolio in Q2 2026, its #175 holding.
- Sowell Financial Services first reported a position in Duke Energy in Q3 2018 and has held it in 30 quarters since.
- Sowell Financial Services's Duke Energy position peaked at $4.3M in Q1 2021.
- 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.