Baron Silver Stevens Financial Advisors’s Duke Energy DUK Stock Holding History

Baron Silver Stevens Financial Advisors’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	$491K	Sell	3,875 -79	-2%	-$9.96K	0.06%	93
2026 Q1	$518K	Buy	3,954 +763	+24%	+$95.4K	0.08%	82
2025 Q4	$374K	Sell	3,191 -115	-3%	-$14K	0.05%	92
2025 Q3	$409K	Buy	3,306 +129	+4%	+$15.7K	0.06%	89
2025 Q2	$375K	Buy	3,177 +227	+8%	+$26.8K	0.06%	91
2025 Q1	$360K	Sell	2,950 -95	-3%	-$10.8K	0.06%	85
2024 Q4	$328K	Hold	3,045	–	–	0.06%	89
2024 Q3	$351K	Hold	3,045	–	–	0.06%	81
2024 Q2	$305K	Sell	3,045 -168	-5%	-$16.8K	0.06%	89
2024 Q1	$311K	Buy	3,213 +219	+7%	+$20.8K	0.06%	89
2023 Q4	$290K	Hold	2,994	–	–	0.06%	84
2023 Q3	$264K	Buy	2,994 +712	+31%	+$65.3K	0.06%	86
2023 Q2	$205K	Sell	2,282 -33	-1%	-$3.12K	0.04%	108
2023 Q1	$223K	Hold	2,315	–	–	0.06%	97
2022 Q4	$238K	Buy	+2,315	New	+$222K	0.06%	87
2022 Q3	–	Sell	-3,030	Closed	-$324K	–	113
2022 Q2	$324K	Buy	3,030 +715	+31%	+$78.6K	0.08%	75
2022 Q1	$258K	Buy	+2,315	New	+$240K	0.06%	80
2021 Q3	–	Sell	-2,583	Closed	-$255K	–	79
2021 Q2	$255K	Buy	+2,583	New	+$259K	0.07%	72
2021 Q1	–	Sell	-1,716	Closed	-$157K	–	158
2020 Q4	$157K	Buy	+1,716	New	+$159K	0.05%	73

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's DUK Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Duke Energy (DUK) stake by 2% in Q2 2026, selling an estimated $9.96K and leaving 3,875 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #93.

Baron Silver Stevens Financial Advisors first reported a position in DUK in Q4 2020 and has held it in 19 quarters since. The position peaked at $518K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Baron Silver Stevens Financial Advisors held 3,875 shares of Duke Energy worth $491K as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 79 Duke Energy shares in Q2 2026, an estimated $9.96K.
Duke Energy made up 0.06% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #93 holding.
Baron Silver Stevens Financial Advisors first reported a position in Duke Energy in Q4 2020 and has held it in 19 quarters since.
Baron Silver Stevens Financial Advisors's Duke Energy position peaked at $518K in Q1 2026.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.