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Abound Financial’s Duke Energy DUK Stock Holding History

Abound 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 		$40.9K Hold
323
– – 0.02% 140
2026
Q1 		$42.3K Hold
323
– – 0.02% 126
2025
Q4 		$37.9K Sell
323
-1,778
-85% -$217K 0.01% 136
2025
Q3 		$260K Buy
2,101
+15
+0.7% +$1.82K 0.1% 58
2025
Q2 		$246K Buy
2,086
+16
+0.8% +$1.89K 0.11% 57
2025
Q1 		$252K Buy
2,070
+16
+0.8% +$1.82K 0.13% 57
2024
Q4 		$221K Buy
+2,054
New +$233K 0.11% 66

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Abound Financial's DUK Position: Q2 2026 in Review

Abound Financial held its Duke Energy (DUK) position steady in Q2 2026 at 323 shares worth $40.9K. The position accounts for 0.02% of the portfolio, ranked #140.

Abound Financial first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $260K in Q3 2025. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Abound Financial held 323 shares of Duke Energy worth $40.9K as of Q2 2026.
  • Abound Financial left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.02% of Abound Financial's portfolio in Q2 2026, its #140 holding.
  • Abound Financial first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Abound Financial's Duke Energy position peaked at $260K in Q3 2025.
  • 2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.