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Constant Guidance Financial’s Duke Energy DUK Stock Holding History

Constant Guidance Financial’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 		$2.76M Buy
21,780
+9,180
+73% +$1.16M 1.73% 12
2026
Q1 		$1.65M Buy
12,600
+4,300
+52% +$538K 1.14% 13
2025
Q4 		$973K Buy
+8,300
New +$1.01M 0.68% 26

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

Constant Guidance Financial's DUK Position: Q2 2026 in Review

Constant Guidance Financial increased its Duke Energy (DUK) stake by 73% in Q2 2026, buying an estimated $1.16M and bringing the position to 21,780 shares worth $2.76M. The position accounts for 1.73% of the portfolio, ranked #12.

Constant Guidance Financial first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Constant Guidance Financial held 21,780 shares of Duke Energy worth $2.76M as of Q2 2026.
  • Constant Guidance Financial bought 9,180 Duke Energy shares in Q2 2026, an estimated $1.16M.
  • Duke Energy made up 1.73% of Constant Guidance Financial's portfolio in Q2 2026, its #12 holding.
  • Constant Guidance Financial first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.