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Team Financial Group’s Duke Energy DUK Stock Holding History

Team 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 		– Sell
-31
Closed -$4.04K – 110
2026
Q1 		$4.04K Hold
31
– – ﹤0.01% 233
2025
Q4 		$3.59K Buy
31
+1
+3% +$122 ﹤0.01% 225
2025
Q3 		$3.75K Hold
30
– – ﹤0.01% 221
2025
Q2 		$3.55K Buy
+30
New +$3.54K ﹤0.01% 215
2024
Q1 		– Sell
-28
Closed -$2.76K – 74
2023
Q4 		$2.76K Hold
28
– – ﹤0.01% 174
2023
Q3 		$2.48K Buy
+28
New +$2.57K ﹤0.01% 175

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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

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

Team Financial Group sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 31 shares — an estimated $4.04K sold.

Team Financial Group first reported a position in DUK in Q3 2023 and held it in 6 quarters. The position peaked at $4.04K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Team Financial Group reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 31 Duke Energy shares in Q2 2026, an estimated $4.04K.
  • Team Financial Group first reported a position in Duke Energy in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Duke Energy position peaked at $4.04K in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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