Toth Financial Advisory’s Duke Energy DUK Stock Holding History

Toth Financial Advisory’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	$10.4K	Sell	82 -69	-46%	-$8.7K	﹤0.01%	572
2026 Q1	$19.8K	Sell	151 -200	-57%	-$25K	﹤0.01%	487
2025 Q4	$41.1K	Buy	351 +4	+1%	+$488	﹤0.01%	381
2025 Q3	$42.9K	Buy	347 +1	+0.3%	+$121	﹤0.01%	374
2025 Q2	$40.9K	Hold	346	–	–	﹤0.01%	334
2025 Q1	$42.2K	Buy	346 +83	+32%	+$9.46K	0.01%	309
2024 Q4	$28.4K	Hold	263	–	–	﹤0.01%	362
2024 Q3	$30.3K	Buy	263 +1	+0.4%	+$111	﹤0.01%	342
2024 Q2	$26.3K	Sell	262 -916	-78%	-$91.6K	﹤0.01%	364
2024 Q1	$114K	Buy	1,178 +11	+0.9%	+$1.04K	0.01%	226
2023 Q4	$113K	Buy	1,167 +10	+0.9%	+$910	0.02%	231
2023 Q3	$102K	Buy	1,157 +10	+0.9%	+$917	0.02%	219
2023 Q2	$103K	Buy	1,147 +10	+0.9%	+$944	0.01%	224
2023 Q1	$110K	Sell	1,137 -180	-14%	-$17.8K	0.02%	217
2022 Q4	$136K	Sell	1,317 -31	-2%	-$2.98K	0.02%	211
2022 Q3	$125K	Buy	1,348 +49	+4%	+$5.26K	0.02%	196
2022 Q2	$139K	Buy	1,299 +9	+0.7%	+$990	0.02%	190
2022 Q1	$144K	Buy	1,290 +8	+0.6%	+$831	0.02%	207
2021 Q4	$135K	Buy	1,282 +8	+0.6%	+$811	0.02%	222
2021 Q3	$124K	Buy	1,274 +9	+0.7%	+$932	0.02%	224
2021 Q2	$125K	Buy	1,265 +8	+0.6%	+$804	0.02%	206
2021 Q1	$121K	Sell	1,257 -276	-18%	-$25.2K	0.02%	219
2020 Q4	$140K	Buy	1,533 +12	+0.8%	+$1.11K	0.02%	201
2020 Q3	$135K	Buy	1,521 +13	+0.9%	+$1.07K	0.03%	194
2020 Q2	$121K	Sell	1,508 -85	-5%	-$7.18K	0.03%	182
2020 Q1	$129K	Buy	1,593 +112	+8%	+$10.3K	0.04%	134
2019 Q4	$135K	Buy	1,481 +12	+0.8%	+$1.1K	0.03%	167
2019 Q3	$141K	Buy	1,469 +10	+0.7%	+$910	0.03%	179
2019 Q2	$129K	Buy	1,459 +12	+0.8%	+$1.06K	0.03%	175
2019 Q1	$130K	Buy	1,447 +180	+14%	+$15.9K	0.03%	162
2018 Q4	$109K	Buy	1,267 +10	+0.8%	+$851	0.03%	143
2018 Q3	$101K	Buy	1,257 +160	+15%	+$12.9K	0.02%	177
2018 Q2	$87K	Hold	1,097	–	–	0.02%	182
2018 Q1	$85K	Hold	1,097	–	–	0.02%	175
2017 Q4	$92K	Buy	+1,097	New	+$95.8K	0.02%	171

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

MFA

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

Toth Financial Advisory's DUK Position: Q2 2026 in Review

Toth Financial Advisory reduced its Duke Energy (DUK) stake by 46% in Q2 2026, selling an estimated $8.7K and leaving 82 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Toth Financial Advisory first reported a position in DUK in Q4 2017 and has held it in 35 quarters since. The position peaked at $144K in Q1 2022. 826 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Toth Financial Advisory held 82 shares of Duke Energy worth $10.4K as of Q2 2026.
Toth Financial Advisory sold 69 Duke Energy shares in Q2 2026, an estimated $8.7K.
Duke Energy made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #572 holding.
Toth Financial Advisory first reported a position in Duke Energy in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's Duke Energy position peaked at $144K in Q1 2022.
826 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.