CFFP
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Center for Financial Planning’s Duke Energy DUK Stock Holding History

Center for Financial Planning’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 		$182K Hold
1,438
– – 0.02% 180
2026
Q1 		$188K Sell
1,438
-35
-2% -$4.38K 0.02% 179
2025
Q4 		$173K Buy
1,473
+103
+8% +$12.6K 0.02% 182
2025
Q3 		$170K Hold
1,370
– – 0.02% 182
2025
Q2 		$162K Hold
1,370
– – 0.02% 178
2025
Q1 		$167K Sell
1,370
-38
-3% -$4.33K 0.02% 168
2024
Q4 		$152K Hold
1,408
– – 0.02% 168
2024
Q3 		$162K Hold
1,408
– – 0.02% 158
2024
Q2 		$141K Hold
1,408
– – 0.02% 158
2024
Q1 		$136K Sell
1,408
-5
-0.4% -$474 0.02% 163
2023
Q4 		$137K Buy
1,413
+38
+3% +$3.46K 0.03% 155
2023
Q3 		$121K Hold
1,375
– – 0.03% 156
2023
Q2 		$123K Buy
1,375
+237
+21% +$22.4K 0.03% 155
2023
Q1 		$110K Buy
1,138
+118
+12% +$11.7K 0.03% 157
2022
Q4 		$105K Sell
1,020
-225
-18% -$21.6K 0.03% 159
2022
Q3 		$116K Sell
1,245
-10
-0.8% -$1.07K 0.03% 146
2022
Q2 		$135K Sell
1,255
-266
-17% -$29.3K 0.03% 143
2022
Q1 		$170K Hold
1,521
– – 0.03% 143
2021
Q4 		$160K Sell
1,521
-260
-15% -$26.4K 0.03% 143
2021
Q3 		$174K Buy
1,781
+49
+3% +$5.07K 0.04% 135
2021
Q2 		$171K Hold
1,732
– – 0.04% 139
2021
Q1 		$167K Hold
1,732
– – 0.04% 135
2020
Q4 		$159K Sell
1,732
-693
-29% -$64.1K 0.05% 129
2020
Q3 		$215K Hold
2,425
– – 0.07% 107
2020
Q2 		$194K Sell
2,425
-2,116
-47% -$179K 0.07% 111
2020
Q1 		$367K Hold
4,541
– – 0.12% 72
2019
Q4 		$414K Buy
+4,541
New +$416K 0.1% 80

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

Center for Financial Planning's DUK Position: Q2 2026 in Review

Center for Financial Planning held its Duke Energy (DUK) position steady in Q2 2026 at 1,438 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #180.

Center for Financial Planning first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $414K in Q4 2019. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Center for Financial Planning held 1,438 shares of Duke Energy worth $182K as of Q2 2026.
  • Center for Financial Planning left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #180 holding.
  • Center for Financial Planning first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Duke Energy position peaked at $414K in Q4 2019.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.