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Sowell Financial Services’s Duke Energy DUK Stock Holding History

Sowell 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 		$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

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

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. 869 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.
  • 869 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.