BFS
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Bare Financial Services’s Duke Energy DUK Stock Holding History

Bare Financial Services’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 		$47K Buy
371
+62
+20% +$7.82K 0.01% 106
2026
Q1 		$40.5K Buy
309
+20
+7% +$2.5K 0.01% 90
2025
Q4 		$33.9K Buy
289
+9
+3% +$1.1K 0.01% 100
2025
Q3 		$34.6K Buy
280
+190
+211% +$23.1K 0.01% 96
2025
Q2 		$10.6K Buy
90
+86
+2,150% +$10.1K ﹤0.01% 173
2025
Q1 		$488 Buy
+4
New +$456 ﹤0.01% 827

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 $3.38T AUM 44.17% 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

Bare Financial Services's DUK Position: Q2 2026 in Review

Bare Financial Services increased its Duke Energy (DUK) stake by 20% in Q2 2026, buying an estimated $7.82K and bringing the position to 371 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #106.

Bare Financial Services first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Bare Financial Services held 371 shares of Duke Energy worth $47K as of Q2 2026.
  • Bare Financial Services bought 62 Duke Energy shares in Q2 2026, an estimated $7.82K.
  • Duke Energy made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #106 holding.
  • Bare Financial Services first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.