Vision Financial Markets’s Duke Energy DUK Stock Holding History

Vision Financial Markets’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	$176K	Hold	1,395	–	–	0.15%	78
2026 Q1	$183K	Hold	1,395	–	–	0.18%	72
2025 Q4	$164K	Hold	1,395	–	–	0.17%	73
2025 Q3	$173K	Hold	1,395	–	–	0.15%	78
2025 Q2	$165K	Hold	1,395	–	–	0.16%	79
2025 Q1	$170K	Hold	1,395	–	–	0.19%	71
2024 Q4	$150K	Buy	+1,395	New	+$158K	0.16%	72

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

Vision Financial Markets's DUK Position: Q2 2026 in Review

Vision Financial Markets held its Duke Energy (DUK) position steady in Q2 2026 at 1,395 shares worth $176K. The position accounts for 0.15% of the portfolio, ranked #78.

Vision Financial Markets first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $183K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Vision Financial Markets held 1,395 shares of Duke Energy worth $176K as of Q2 2026.
Vision Financial Markets left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.15% of Vision Financial Markets's portfolio in Q2 2026, its #78 holding.
Vision Financial Markets first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Duke Energy position peaked at $183K in Q1 2026.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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