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DB&C Advisors’s Duke Energy DUK Stock Holding History

DB&C 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 		$1M Buy
7,914
+35
+0.4% +$4.42K 1.08% 26
2026
Q1 		$1.03M Buy
7,879
+33
+0.4% +$4.13K 1.34% 24
2025
Q4 		$920K Buy
+7,846
New +$958K 1.15% 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

DB&C Advisors's DUK Position: Q2 2026 in Review

DB&C Advisors increased its Duke Energy (DUK) stake by 0.44% in Q2 2026, buying an estimated $4.42K and bringing the position to 7,914 shares worth $1M. The position accounts for 1.08% of the portfolio, ranked #26.

DB&C Advisors first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • DB&C Advisors held 7,914 shares of Duke Energy worth $1M as of Q2 2026.
  • DB&C Advisors bought 35 Duke Energy shares in Q2 2026, an estimated $4.42K.
  • Duke Energy made up 1.08% of DB&C Advisors's portfolio in Q2 2026, its #26 holding.
  • DB&C Advisors first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • DB&C Advisors's Duke Energy position peaked at $1.03M in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.