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Demars Financial Group’s Duke Energy DUK Stock Holding History

Demars Financial 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 		– Sell
-1,616
Closed -$212K – 117
2026
Q1 		$212K Buy
+1,616
New +$202K 0.07% 98
2020
Q4 		– Sell
-9,138
Closed -$809K – 71
2020
Q3 		$809K Buy
9,138
+125
+1% +$10.3K 0.62% 36
2020
Q2 		$720K Buy
9,013
+2,769
+44% +$234K 0.6% 37
2020
Q1 		$505K Sell
6,244
-151
-2% -$13.9K 0.53% 35
2019
Q4 		$583K Buy
+6,395
New +$586K 0.53% 34

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

Demars Financial Group's DUK Position: Q2 2026 in Review

Demars Financial Group sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,616 shares — an estimated $212K sold.

Demars Financial Group first reported a position in DUK in Q4 2019 and held it in 5 quarters. The position peaked at $809K in Q3 2020. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Demars Financial Group reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Demars Financial Group sold 1,616 Duke Energy shares in Q2 2026, an estimated $212K.
  • Demars Financial Group first reported a position in Duke Energy in Q4 2019 and held it in 5 quarters.
  • Demars Financial Group's Duke Energy position peaked at $809K in Q3 2020.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.