Blackston Financial Advisory Group’s Duke Energy DUK Stock Holding History

Blackston Financial Advisory 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	$359K	Sell	2,835 -103	-4%	-$13K	0.2%	72
2026 Q1	$385K	Buy	2,938 +57	+2%	+$7.13K	0.24%	60
2025 Q4	$338K	Sell	2,881 -58	-2%	-$7.08K	0.21%	68
2025 Q3	$364K	Sell	2,939 -66	-2%	-$8.01K	0.22%	60
2025 Q2	$355K	Sell	3,005 -63	-2%	-$7.43K	0.22%	61
2025 Q1	$374K	Sell	3,068 -305	-9%	-$34.8K	0.25%	54
2024 Q4	$364K	Sell	3,373 -525	-13%	-$59.5K	0.18%	83
2024 Q3	$449K	Sell	3,898 -263	-6%	-$29.3K	0.23%	67
2024 Q2	$417K	Buy	+4,161	New	+$416K	0.23%	38
2024 Q1	–	Sell	-3,751	Closed	-$364K	–	73
2023 Q4	$364K	Sell	3,751 -212	-5%	-$19.3K	0.23%	57
2023 Q3	$350K	Sell	3,963 -83	-2%	-$7.61K	0.24%	57
2023 Q2	$363K	Sell	4,046 -623	-13%	-$58.8K	0.26%	56
2023 Q1	$450K	Sell	4,669 -70	-1%	-$6.92K	0.34%	50
2022 Q4	$488K	Buy	4,739 +184	+4%	+$17.7K	0.35%	47
2022 Q3	$424K	Sell	4,555 -1,100	-19%	-$118K	0.3%	54
2022 Q2	$604K	Buy	5,655 +546	+11%	+$60K	0.39%	33
2022 Q1	$499K	Buy	5,109 +131	+3%	+$13.6K	0.33%	39
2021 Q4	$522K	Buy	+4,978	New	+$505K	0.3%	39

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

Blackston Financial Advisory Group's DUK Position: Q2 2026 in Review

Blackston Financial Advisory Group reduced its Duke Energy (DUK) stake by 3.5% in Q2 2026, selling an estimated $13K and leaving 2,835 shares worth $359K. The position accounts for 0.2% of the portfolio, ranked #72.

Blackston Financial Advisory Group first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $604K in Q2 2022. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Blackston Financial Advisory Group held 2,835 shares of Duke Energy worth $359K as of Q2 2026.
Blackston Financial Advisory Group sold 103 Duke Energy shares in Q2 2026, an estimated $13K.
Duke Energy made up 0.2% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #72 holding.
Blackston Financial Advisory Group first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
Blackston Financial Advisory Group's Duke Energy position peaked at $604K in Q2 2022.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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