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Empire Financial Management Company’s Duke Energy DUK Stock Holding History

Empire Financial Management Company’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 		$3.54M Sell
27,986
-2,667
-9% -$336K 1.4% 24
2026
Q1 		$4.01M Buy
30,653
+1,028
+3% +$129K 0.91% 33
2025
Q4 		$3.47M Buy
29,625
+20
+0.1% +$2.44K 0.75% 42
2025
Q3 		$3.66M Buy
29,605
+437
+1% +$53K 0.84% 38
2025
Q2 		$3.44M Buy
29,168
+714
+3% +$84.3K 0.99% 30
2025
Q1 		$3.47M Buy
28,454
+1,770
+7% +$202K 1.07% 25
2024
Q4 		$2.87M Buy
26,684
+654
+3% +$74.1K 0.9% 30
2024
Q3 		$3M Buy
26,030
+22
+0.1% +$2.45K 0.92% 31
2024
Q2 		$2.61M Buy
26,008
+4,875
+23% +$488K 0.86% 33
2024
Q1 		$2.04M Buy
21,133
+153
+0.7% +$14.5K 0.68% 46
2023
Q4 		$2.04M Buy
20,980
+212
+1% +$19.3K 0.8% 41
2023
Q3 		$1.83M Buy
20,768
+562
+3% +$51.5K 0.8% 37
2023
Q2 		$1.81M Buy
20,206
+803
+4% +$75.8K 0.72% 45
2023
Q1 		$1.87M Buy
+19,403
New +$1.92M 0.76% 41

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

Empire Financial Management Company's DUK Position: Q2 2026 in Review

Empire Financial Management Company reduced its Duke Energy (DUK) stake by 8.7% in Q2 2026, selling an estimated $336K and leaving 27,986 shares worth $3.54M. The position accounts for 1.4% of the portfolio, ranked #24.

Empire Financial Management Company first reported a position in DUK in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.01M in Q1 2026. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Empire Financial Management Company held 27,986 shares of Duke Energy worth $3.54M as of Q2 2026.
  • Empire Financial Management Company sold 2,667 Duke Energy shares in Q2 2026, an estimated $336K.
  • Duke Energy made up 1.4% of Empire Financial Management Company's portfolio in Q2 2026, its #24 holding.
  • Empire Financial Management Company first reported a position in Duke Energy in Q1 2023 and has held it in 14 quarters since.
  • Empire Financial Management Company's Duke Energy position peaked at $4.01M in Q1 2026.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.