DecisionPoint Financial’s Duke Energy DUK Stock Holding History

DecisionPoint 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	$378	Sell	3 -11	-79%	-$1.39K	﹤0.01%	727
2026 Q1	$1.83K	Sell	14 -25	-64%	-$3.13K	﹤0.01%	282
2025 Q4	$4.57K	Buy	39 +25	+179%	+$3.05K	﹤0.01%	256
2025 Q3	$1.71K	Hold	14	–	–	﹤0.01%	256
2025 Q2	$1.67K	Buy	+14	New	+$1.65K	﹤0.01%	249
2023 Q4	–	Sell	-16	Closed	-$1.41K	–	224
2023 Q3	$1.41K	Buy	+16	New	+$1.47K	﹤0.01%	216

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 $3.37T AUM 44.26% 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

DecisionPoint Financial's DUK Position: Q2 2026 in Review

DecisionPoint Financial reduced its Duke Energy (DUK) stake by 79% in Q2 2026, selling an estimated $1.39K and leaving 3 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #727.

DecisionPoint Financial first reported a position in DUK in Q3 2023 and has held it in 6 quarters since. The position peaked at $4.57K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

DecisionPoint Financial held 3 shares of Duke Energy worth $378 as of Q2 2026.
DecisionPoint Financial sold 11 Duke Energy shares in Q2 2026, an estimated $1.39K.
Duke Energy made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #727 holding.
DecisionPoint Financial first reported a position in Duke Energy in Q3 2023 and has held it in 6 quarters since.
DecisionPoint Financial's Duke Energy position peaked at $4.57K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.