Financial Advisors Network’s Duke Energy DUK Stock Holding History

Financial Advisors Network’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	$602K	Buy	4,758 +568	+14%	+$71.6K	0.07%	112
2026 Q1	$549K	Buy	4,190 +292	+7%	+$36.5K	0.08%	107
2025 Q4	$457K	Buy	3,898 +135	+4%	+$16.5K	0.06%	119
2025 Q3	$466K	Buy	3,763 +171	+5%	+$20.8K	0.07%	116
2025 Q2	$424K	Buy	3,592 +431	+14%	+$50.9K	0.06%	122
2025 Q1	$386K	Buy	3,161 +81	+3%	+$9.23K	0.06%	119
2024 Q4	$332K	Buy	+3,080	New	+$349K	0.06%	138
2023 Q4	$295K	Sell	3,035 -245	-7%	-$22.3K	0.06%	135
2023 Q3	$290K	Buy	+3,280	New	+$301K	0.07%	124
2017 Q1	–	Sell	-87	Closed	-$6.71K	–	190
2016 Q4	$6.71K	Buy	+87	New	+$6.66K	0.01%	299

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

Financial Advisors Network's DUK Position: Q2 2026 in Review

Financial Advisors Network increased its Duke Energy (DUK) stake by 14% in Q2 2026, buying an estimated $71.6K and bringing the position to 4,758 shares worth $602K. The position accounts for 0.07% of the portfolio, ranked #112.

Financial Advisors Network first reported a position in DUK in Q4 2016 and has held it in 10 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Financial Advisors Network held 4,758 shares of Duke Energy worth $602K as of Q2 2026.
Financial Advisors Network bought 568 Duke Energy shares in Q2 2026, an estimated $71.6K.
Duke Energy made up 0.07% of Financial Advisors Network's portfolio in Q2 2026, its #112 holding.
Financial Advisors Network first reported a position in Duke Energy in Q4 2016 and has held it in 10 quarters since.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.