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Atomi Financial Group’s Duke Energy DUK Stock Holding History

Atomi Financial 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 		$2.91M Buy
22,987
+1,567
+7% +$198K 0.08% 197
2026
Q1 		$2.8M Buy
21,420
+1,389
+7% +$174K 0.09% 188
2025
Q4 		$2.35M Buy
20,031
+4,945
+33% +$604K 0.07% 207
2025
Q3 		$1.87M Buy
15,086
+992
+7% +$120K 0.06% 217
2025
Q2 		$1.66M Sell
14,094
-535
-4% -$63.1K 0.06% 218
2025
Q1 		$1.78M Buy
14,629
+1,337
+10% +$152K 0.08% 187
2024
Q4 		$1.43M Buy
13,292
+915
+7% +$104K 0.07% 199
2024
Q3 		$1.43M Buy
12,377
+310
+3% +$34.5K 0.09% 177
2024
Q2 		$1.21M Buy
12,067
+693
+6% +$69.3K 0.09% 181
2024
Q1 		$1.1M Buy
11,374
+5,253
+86% +$498K 0.1% 173
2023
Q4 		$594K Buy
6,121
+3,550
+138% +$323K 0.08% 229
2023
Q3 		$227K Buy
2,571
+102
+4% +$9.35K 0.08% 299
2023
Q2 		$222K Buy
+2,469
New +$233K 0.1% 233

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

Atomi Financial Group's DUK Position: Q2 2026 in Review

Atomi Financial Group increased its Duke Energy (DUK) stake by 7.3% in Q2 2026, buying an estimated $198K and bringing the position to 22,987 shares worth $2.91M. The position accounts for 0.08% of the portfolio, ranked #197.

Atomi Financial Group first reported a position in DUK in Q2 2023 and has held it in 13 quarters since. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Atomi Financial Group held 22,987 shares of Duke Energy worth $2.91M as of Q2 2026.
  • Atomi Financial Group bought 1,567 Duke Energy shares in Q2 2026, an estimated $198K.
  • Duke Energy made up 0.08% of Atomi Financial Group's portfolio in Q2 2026, its #197 holding.
  • Atomi Financial Group first reported a position in Duke Energy in Q2 2023 and has held it in 13 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.