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Black Diamond Financial’s Duke Energy DUK Stock Holding History

Black Diamond 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 		$224K Sell
1,768
-1
-0.1% -$126 0.02% 187
2026
Q1 		$232K Buy
1,769
+7
+0.4% +$875 0.03% 163
2025
Q4 		$207K Buy
+1,762
New +$215K 0.02% 171
2025
Q1 		– Sell
-1,951
Closed -$210K – 150
2024
Q4 		$210K Buy
1,951
+66
+4% +$7.48K 0.03% 139
2024
Q3 		$217K Buy
+1,885
New +$210K 0.04% 131
2023
Q3 		– Sell
-2,230
Closed -$200K – 113
2023
Q2 		$200K Hold
2,230
– – 0.06% 109
2023
Q1 		$215K Hold
2,230
– – 0.07% 105
2022
Q4 		$230K Hold
2,230
– – 0.08% 97
2022
Q3 		$207K Hold
2,230
– – 0.08% 99
2022
Q2 		$239K Sell
2,230
-275
-11% -$30.2K 0.09% 100
2022
Q1 		$280K Buy
+2,505
New +$260K 0.09% 95

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

Black Diamond Financial's DUK Position: Q2 2026 in Review

Black Diamond Financial reduced its Duke Energy (DUK) stake by 0.06% in Q2 2026, selling an estimated $126 and leaving 1,768 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #187.

Black Diamond Financial first reported a position in DUK in Q1 2022 and has held it in 11 quarters since. The position peaked at $280K in Q1 2022. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Black Diamond Financial held 1,768 shares of Duke Energy worth $224K as of Q2 2026.
  • Black Diamond Financial sold 1 Duke Energy share in Q2 2026, an estimated $126.
  • Duke Energy made up 0.02% of Black Diamond Financial's portfolio in Q2 2026, its #187 holding.
  • Black Diamond Financial first reported a position in Duke Energy in Q1 2022 and has held it in 11 quarters since.
  • Black Diamond Financial's Duke Energy position peaked at $280K in Q1 2022.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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