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Brighton Jones LLC’s Duke Energy DUK Stock Holding History

Brighton Jones LLC’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 		$1.09M Buy
8,599
+954
+12% +$120K 0.02% 482
2026
Q1 		$1M Buy
+7,645
New +$956K 0.02% 461
2025
Q4 		– Sell
-7,014
Closed -$868K – 293
2025
Q3 		$868K Buy
7,014
+975
+16% +$118K 0.02% 443
2025
Q2 		$713K Buy
6,039
+161
+3% +$19K 0.02% 416
2025
Q1 		$717K Sell
5,878
-876
-13% -$99.9K 0.02% 311
2024
Q4 		$728K Buy
6,754
+700
+12% +$79.3K 0.02% 316
2024
Q3 		$698K Sell
6,054
-376
-6% -$41.8K 0.03% 265
2024
Q2 		$645K Sell
6,430
-225
-3% -$22.5K 0.02% 298
2024
Q1 		$644K Buy
6,655
+1,113
+20% +$106K 0.02% 298
2023
Q4 		$538K Buy
5,542
+350
+7% +$31.8K 0.02% 315
2023
Q3 		$458K Buy
5,192
+903
+21% +$82.8K 0.02% 308
2023
Q2 		$385K Buy
4,289
+1,356
+46% +$128K 0.02% 348
2023
Q1 		$283K Sell
2,933
-254
-8% -$25.1K 0.02% 395
2022
Q4 		$328K Buy
3,187
+187
+6% +$18K 0.02% 318
2022
Q3 		$279K Buy
3,000
+153
+5% +$16.4K 0.02% 348
2022
Q2 		$305K Buy
2,847
+227
+9% +$25K 0.02% 332
2022
Q1 		$293K Buy
2,620
+45
+2% +$4.67K 0.01% 367
2021
Q4 		$270K Buy
+2,575
New +$261K 0.01% 403
2018
Q1 		– Sell
-3,756
Closed -$316K – 296
2017
Q4 		$316K Buy
+3,756
New +$328K 0.04% 202

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

Brighton Jones LLC's DUK Position: Q2 2026 in Review

Brighton Jones LLC increased its Duke Energy (DUK) stake by 12% in Q2 2026, buying an estimated $120K and bringing the position to 8,599 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #482.

Brighton Jones LLC first reported a position in DUK in Q4 2017 and has held it in 19 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Brighton Jones LLC held 8,599 shares of Duke Energy worth $1.09M as of Q2 2026.
  • Brighton Jones LLC bought 954 Duke Energy shares in Q2 2026, an estimated $120K.
  • Duke Energy made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #482 holding.
  • Brighton Jones LLC first reported a position in Duke Energy in Q4 2017 and has held it in 19 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.