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Verus Financial Partners’s Duke Energy DUK Stock Holding History

Verus Financial Partners’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 		$408K Sell
3,221
-300
-9% -$37.8K 0.03% 84
2026
Q1 		$453K Buy
3,521
+2
+0.1% +$250 0.04% 77
2025
Q4 		$418K Buy
3,519
+2
+0.1% +$244 0.04% 78
2025
Q3 		$435K Sell
3,517
-31
-0.9% -$3.76K 0.04% 77
2025
Q2 		$416K Buy
3,548
+25
+0.7% +$2.95K 0.04% 75
2025
Q1 		$424K Buy
3,523
+2
+0.1% +$228 0.05% 58
2024
Q4 		$373K Buy
3,521
+2
+0.1% +$227 0.04% 67
2024
Q3 		$409K Buy
3,519
+2
+0.1% +$223 0.04% 61
2024
Q2 		$352K Buy
3,517
+3
+0.1% +$300 0.04% 66
2024
Q1 		$340K Sell
3,514
-1,183
-25% -$112K 0.04% 69
2023
Q4 		$450K Buy
4,697
+943
+25% +$85.8K 0.06% 57
2023
Q3 		$333K Buy
3,754
+1,036
+38% +$95K 0.04% 70
2023
Q2 		$259K Buy
2,718
+4
+0.1% +$378 0.03% 86
2023
Q1 		$266K Sell
2,714
-89
-3% -$8.79K 0.04% 79
2022
Q4 		$287K Sell
2,803
-113
-4% -$10.8K 0.04% 78
2022
Q3 		$265K Buy
2,916
+4
+0.1% +$430 0.04% 79
2022
Q2 		$302K Sell
2,912
-212
-7% -$23.3K 0.04% 71
2022
Q1 		$361K Buy
3,124
+7
+0.2% +$727 0.05% 66
2021
Q4 		$327K Sell
3,117
-140
-4% -$14.2K 0.04% 73
2021
Q3 		$325K Sell
3,257
-182
-5% -$18.8K 0.05% 71
2021
Q2 		$357K Buy
3,439
+309
+10% +$31K 0.05% 65
2021
Q1 		$306K Sell
3,130
-158
-5% -$14.4K 0.05% 71
2020
Q4 		$301K Sell
3,288
-5,401
-62% -$500K 0.05% 66
2020
Q3 		$769K Buy
8,689
+5,555
+177% +$458K 0.28% 69
2020
Q2 		$250K Sell
3,134
-76
-2% -$6.42K 0.05% 60
2020
Q1 		$260K Sell
3,210
-770
-19% -$70.7K 0.08% 58
2019
Q4 		$363K Buy
3,980
+77
+2% +$7.06K 0.11% 51
2019
Q3 		$374K Sell
3,903
-116
-3% -$10.6K 0.12% 42
2019
Q2 		$355K Sell
4,019
-236
-6% -$20.9K 0.12% 37
2019
Q1 		$383K Buy
4,255
+350
+9% +$30.9K 0.14% 32
2018
Q4 		$312K Hold
3,905
– – 0.11% 38
2018
Q3 		$312K Buy
3,905
+980
+34% +$79.2K 0.11% 38
2018
Q2 		$231K Sell
2,925
-1,796
-38% -$138K 0.09% 41
2018
Q1 		$366K Sell
4,721
-1,807
-28% -$140K 0.14% 33
2017
Q4 		$549K Buy
6,528
+1,170
+22% +$102K 0.2% 22
2017
Q3 		$450K Sell
5,358
-2
-0% -$171 0.17% 25
2017
Q2 		$448K Sell
5,360
-88
-2% -$7.4K 0.18% 24
2017
Q1 		$447K Buy
5,448
+1,690
+45% +$134K 0.18% 25
2016
Q4 		$292K Sell
3,758
-72
-2% -$5.51K 0.13% 35
2016
Q3 		$307K Buy
3,830
+112
+3% +$9.28K 0.14% 33
2016
Q2 		$319K Buy
3,718
+11
+0.3% +$879 0.14% 33
2016
Q1 		$299K Sell
3,707
-51
-1% -$3.86K 0.14% 35
2015
Q4 		$268K Buy
3,758
+14
+0.4% +$984 0.13% 36
2015
Q3 		$269K Buy
3,744
+46
+1% +$3.33K 0.14% 33
2015
Q2 		$261K Buy
3,698
+10
+0.3% +$756 0.13% 32
2015
Q1 		$283K Buy
3,688
+629
+21% +$51.1K 0.14% 31
2014
Q4 		$256K Buy
3,059
+10
+0.3% +$806 0.14% 35
2014
Q3 		$228K Sell
3,049
-33
-1% -$2.41K 0.13% 39
2014
Q2 		$229K Sell
3,082
-59
-2% -$4.24K 0.13% 39
2014
Q1 		$224K Buy
3,141
+32
+1% +$2.23K 0.12% 39
2013
Q4 		$215K Buy
3,109
+14
+0.5% +$980 0.11% 39
2013
Q3 		$207K Sell
3,095
-45
-1% -$3.07K 0.11% 36
2013
Q2 		$212K Buy
+3,140
New +$222K 0.12% 39

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

Verus Financial Partners's DUK Position: Q2 2026 in Review

Verus Financial Partners reduced its Duke Energy (DUK) stake by 8.5% in Q2 2026, selling an estimated $37.8K and leaving 3,221 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #84.

Verus Financial Partners first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $769K in Q3 2020. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Verus Financial Partners held 3,221 shares of Duke Energy worth $408K as of Q2 2026.
  • Verus Financial Partners sold 300 Duke Energy shares in Q2 2026, an estimated $37.8K.
  • Duke Energy made up 0.03% of Verus Financial Partners's portfolio in Q2 2026, its #84 holding.
  • Verus Financial Partners first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Verus Financial Partners's Duke Energy position peaked at $769K in Q3 2020.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.