VF
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Vest Financial’s Duke Energy DUK Stock Holding History

Vest Financial’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 		$5.61M Buy
44,326
+712
+2% +$89.8K 0.06% 242
2026
Q1 		$5.71M Buy
43,614
+4,543
+12% +$568K 0.07% 223
2025
Q4 		$4.58M Buy
39,071
+6,442
+20% +$787K 0.06% 229
2025
Q3 		$4.04M Buy
32,629
+6,279
+24% +$762K 0.05% 231
2025
Q2 		$3.11M Buy
26,350
+7,428
+39% +$877K 0.04% 232
2025
Q1 		$2.31M Buy
18,922
+8,015
+73% +$914K 0.04% 233
2024
Q4 		$1.18M Buy
10,907
+3,250
+42% +$368K 0.02% 218
2024
Q3 		$883K Buy
7,657
+5,096
+199% +$567K 0.02% 227
2024
Q2 		$257K Sell
2,561
-67
-3% -$6.7K 0.01% 245
2024
Q1 		$254K Buy
+2,628
New +$249K 0.01% 250

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

Vest Financial's DUK Position: Q2 2026 in Review

Vest Financial increased its Duke Energy (DUK) stake by 1.6% in Q2 2026, buying an estimated $89.8K and bringing the position to 44,326 shares worth $5.61M. The position accounts for 0.06% of the portfolio, ranked #242.

Vest Financial first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.71M in Q1 2026. 862 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Vest Financial held 44,326 shares of Duke Energy worth $5.61M as of Q2 2026.
  • Vest Financial bought 712 Duke Energy shares in Q2 2026, an estimated $89.8K.
  • Duke Energy made up 0.06% of Vest Financial's portfolio in Q2 2026, its #242 holding.
  • Vest Financial first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • Vest Financial's Duke Energy position peaked at $5.71M in Q1 2026.
  • 862 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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