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Cynosure Group’s Duke Energy DUK Stock Holding History

Cynosure Group’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 		$626K Buy
+4,948
New +$624K 0.09% 124
2020
Q1 		– Sell
-2,882
Closed -$263K – 70
2019
Q4 		$263K Hold
2,882
– – 0.14% 63
2019
Q3 		$276K Sell
2,882
-1,018
-26% -$92.6K 0.15% 61
2019
Q2 		$344K Buy
+3,900
New +$345K 0.16% 63

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

Cynosure Group's DUK Position: Q2 2026 in Review

Cynosure Group opened a new position in Duke Energy (DUK) in Q2 2026: 4,948 shares worth $626K. The stake represents 0.09% of the portfolio and ranks #124 among its holdings. This is a return to the name: Cynosure Group previously reported a position in DUK as recently as Q4 2019.

Cynosure Group first reported a position in DUK in Q2 2019 and has held it in 4 quarters since. 2,488 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cynosure Group held 4,948 shares of Duke Energy worth $626K as of Q2 2026.
  • Duke Energy was a new Cynosure Group position in Q2 2026.
  • Duke Energy made up 0.09% of Cynosure Group's portfolio in Q2 2026, its #124 holding.
  • Cynosure Group first reported a position in Duke Energy in Q2 2019 and has held it in 4 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.