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Dunhill Financial’s Duke Energy DUK Stock Holding History

Dunhill 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 		$39.8K Buy
314
+116
+59% +$14.6K 0.01% 364
2026
Q1 		$26K Buy
198
+6
+3% +$750 0.01% 396
2025
Q4 		$22.5K Sell
192
-69
-26% -$8.43K 0.01% 377
2025
Q3 		$32.3K Buy
261
+1
+0.4% +$121 0.01% 308
2025
Q2 		$30.7K Buy
260
+80
+44% +$9.44K 0.01% 283
2025
Q1 		$22K Sell
180
-15
-8% -$1.71K 0.01% 286
2024
Q4 		$21K Buy
195
+40
+26% +$4.53K 0.01% 273
2024
Q3 		$17.9K Buy
155
+81
+109% +$9.02K 0.01% 288
2024
Q2 		$7.44K Buy
74
+15
+25% +$1.5K ﹤0.01% 341
2024
Q1 		$5.72K Buy
59
+10
+20% +$949 ﹤0.01% 303
2023
Q4 		$4.78K Buy
+49
New +$4.46K ﹤0.01% 295

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

Dunhill Financial's DUK Position: Q2 2026 in Review

Dunhill Financial increased its Duke Energy (DUK) stake by 59% in Q2 2026, buying an estimated $14.6K and bringing the position to 314 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #364.

Dunhill Financial first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Dunhill Financial held 314 shares of Duke Energy worth $39.8K as of Q2 2026.
  • Dunhill Financial bought 116 Duke Energy shares in Q2 2026, an estimated $14.6K.
  • Duke Energy made up 0.01% of Dunhill Financial's portfolio in Q2 2026, its #364 holding.
  • Dunhill Financial first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.