Comprehensive Financial Planning’s Duke Energy DUK Stock Holding History

Comprehensive 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	$13.2K	Hold	104	–	–	0.01%	267
2026 Q1	$13.6K	Hold	104	–	–	0.01%	244
2025 Q4	$12.2K	Hold	104	–	–	0.01%	244
2025 Q3	$12.9K	Hold	104	–	–	0.01%	230
2025 Q2	$12.3K	Hold	104	–	–	0.01%	219
2025 Q1	$12.7K	Hold	104	–	–	0.01%	199
2024 Q4	$11.2K	Buy	+104	New	+$11.8K	0.01%	238

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 $3.38T AUM 44.17% 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

Comprehensive Financial Planning's DUK Position: Q2 2026 in Review

Comprehensive Financial Planning held its Duke Energy (DUK) position steady in Q2 2026 at 104 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #267.

Comprehensive Financial Planning first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.6K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Comprehensive Financial Planning held 104 shares of Duke Energy worth $13.2K as of Q2 2026.
Comprehensive Financial Planning left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #267 holding.
Comprehensive Financial Planning first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Duke Energy position peaked at $13.6K in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.