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AmeriFlex Group’s Duke Energy DUK Stock Holding History

AmeriFlex Group’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 		$484K Buy
3,826
+46
+1% +$5.8K 0.2% 101
2026
Q1 		$495K Buy
3,780
+611
+19% +$76.4K 0.25% 86
2025
Q4 		$371K Sell
3,169
-2,973
-48% -$363K 0.19% 112
2025
Q3 		$760K Buy
6,142
+2,498
+69% +$303K 0.29% 68
2025
Q2 		$424K Buy
3,644
+478
+15% +$56.4K 0.22% 88
2025
Q1 		$386K Hold
3,166
– – 0.16% 140
2024
Q4 		$355K Buy
+3,166
New +$359K 0.16% 135

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

AmeriFlex Group's DUK Position: Q2 2026 in Review

AmeriFlex Group increased its Duke Energy (DUK) stake by 1.2% in Q2 2026, buying an estimated $5.8K and bringing the position to 3,826 shares worth $484K. The position accounts for 0.2% of the portfolio, ranked #101.

AmeriFlex Group first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $760K in Q3 2025. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • AmeriFlex Group held 3,826 shares of Duke Energy worth $484K as of Q2 2026.
  • AmeriFlex Group bought 46 Duke Energy shares in Q2 2026, an estimated $5.8K.
  • Duke Energy made up 0.2% of AmeriFlex Group's portfolio in Q2 2026, its #101 holding.
  • AmeriFlex Group first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Duke Energy position peaked at $760K in Q3 2025.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.