Taylor Financial Group’s Duke Energy DUK Stock Holding History

Taylor 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	$254K	Hold	2,009	–	–	0.14%	94
2026 Q1	$263K	Hold	2,009	–	–	0.16%	90
2025 Q4	$235K	Hold	2,009	–	–	0.14%	96
2025 Q3	$249K	Sell	2,009 -10	-0.5%	-$1.21K	0.14%	93
2025 Q2	$238K	Hold	2,019	–	–	0.15%	91
2025 Q1	$246K	Buy	+2,019	New	+$230K	0.17%	86

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Taylor Financial Group held its Duke Energy (DUK) position steady in Q2 2026 at 2,009 shares worth $254K. The position accounts for 0.14% of the portfolio, ranked #94.

Taylor Financial Group first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $263K in Q1 2026. 862 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Taylor Financial Group held 2,009 shares of Duke Energy worth $254K as of Q2 2026.
Taylor Financial Group left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.14% of Taylor Financial Group's portfolio in Q2 2026, its #94 holding.
Taylor Financial Group first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
Taylor Financial Group's Duke Energy position peaked at $263K in Q1 2026.
862 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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