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Consolidated Planning Corp’s Duke Energy DUK Stock Holding History

Consolidated Planning Corp’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 		$237K Sell
1,871
-172
-8% -$21.7K 0.03% 139
2026
Q1 		$268K Sell
2,043
-51,667
-96% -$6.46M 0.04% 126
2025
Q4 		$6.3M Buy
53,710
+51,750
+2,640% +$6.32M 0.64% 46
2025
Q3 		$243K Sell
1,960
-21
-1% -$2.55K 0.03% 177
2025
Q2 		$234K Sell
1,981
-406
-17% -$47.9K 0.03% 176
2025
Q1 		$291K Sell
2,387
-368
-13% -$41.9K 0.04% 157
2024
Q4 		$297K Buy
2,755
+570
+26% +$64.6K 0.04% 166
2024
Q3 		$252K Sell
2,185
-258
-11% -$28.7K 0.04% 174
2024
Q2 		$245K Sell
2,443
-516
-17% -$51.6K 0.04% 163
2024
Q1 		$286K Sell
2,959
-1,925
-39% -$183K 0.05% 141
2023
Q4 		$474K Sell
4,884
-3,621
-43% -$329K 0.09% 108
2023
Q3 		$751K Sell
8,505
-635
-7% -$58.2K 0.17% 97
2023
Q2 		$820K Buy
+9,140
New +$863K 0.17% 98
2021
Q4 		– Sell
-885
Closed -$86K – 167
2021
Q3 		$86K Buy
+885
New +$91.6K 0.06% 113

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

Consolidated Planning Corp's DUK Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Duke Energy (DUK) stake by 8.4% in Q2 2026, selling an estimated $21.7K and leaving 1,871 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #139.

Consolidated Planning Corp first reported a position in DUK in Q3 2021 and has held it in 14 quarters since. The position peaked at $6.3M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Consolidated Planning Corp held 1,871 shares of Duke Energy worth $237K as of Q2 2026.
  • Consolidated Planning Corp sold 172 Duke Energy shares in Q2 2026, an estimated $21.7K.
  • Duke Energy made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #139 holding.
  • Consolidated Planning Corp first reported a position in Duke Energy in Q3 2021 and has held it in 14 quarters since.
  • Consolidated Planning Corp's Duke Energy position peaked at $6.3M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.