CIAS
DUK icon

CBIZ Investment Advisory Services’s Duke Energy DUK Stock Holding History

CBIZ Investment Advisory 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 		$5.63K Hold
43
– – ﹤0.01% 211
2026
Q1 		$5.63K Sell
43
-87
-67% -$10.9K ﹤0.01% 211
2025
Q4 		$15.2K Buy
130
+12
+10% +$1.47K ﹤0.01% 306
2025
Q3 		$14.6K Sell
118
-9
-7% -$1.09K ﹤0.01% 294
2025
Q2 		$15K Buy
127
+77
+154% +$9.09K ﹤0.01% 298
2025
Q1 		$6.1K Buy
+50
New +$5.7K ﹤0.01% 376

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

CBIZ Investment Advisory Services's DUK Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Duke Energy (DUK) position steady in Q2 2026 at 43 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

CBIZ Investment Advisory Services first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.2K in Q4 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • CBIZ Investment Advisory Services held 43 shares of Duke Energy worth $5.63K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #211 holding.
  • CBIZ Investment Advisory Services first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Duke Energy position peaked at $15.2K in Q4 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.