Collaborative Fund Advisors’s Duke Energy DUK Stock Holding History

Collaborative Fund Advisors’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	$345K	Buy	+2,723	New	+$343K	0.2%	161

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

Collaborative Fund Advisors's DUK Position: Q2 2026 in Review

Collaborative Fund Advisors opened a new position in Duke Energy (DUK) in Q2 2026: 2,723 shares worth $345K. The stake represents 0.2% of the portfolio and ranks #161 among its holdings.

2,471 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Collaborative Fund Advisors held 2,723 shares of Duke Energy worth $345K as of Q2 2026.
Duke Energy was a new Collaborative Fund Advisors position in Q2 2026.
Duke Energy made up 0.2% of Collaborative Fund Advisors's portfolio in Q2 2026, its #161 holding.
2,471 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Collaborative Fund Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.