Financial Consulate’s Duke Energy DUK Stock Holding History

Financial Consulate’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	$261K	Buy	2,061 +111	+6%	+$14K	0.03%	133
2026 Q1	$255K	Buy	1,950 +9	+0.5%	+$1.13K	0.03%	126
2025 Q4	$228K	Sell	1,941 -127	-6%	-$15.5K	0.03%	149
2025 Q3	$256K	Buy	+2,068	New	+$251K	0.04%	140
2018 Q1	–	Sell	-2,626	Closed	-$221K	–	116
2017 Q4	$221K	Buy	2,626 +225	+9%	+$19.7K	0.11%	91
2017 Q3	$201K	Hold	2,401	–	–	0.11%	91
2017 Q2	$201K	Buy	+2,401	New	+$202K	0.12%	85
2015 Q2	–	Sell	-3,539	Closed	-$272K	–	58
2015 Q1	$272K	Hold	3,539	–	–	0.23%	48
2014 Q4	$296K	Buy	+3,539	New	+$285K	0.2%	56

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 Consulate's DUK Position: Q2 2026 in Review

Financial Consulate increased its Duke Energy (DUK) stake by 5.7% in Q2 2026, buying an estimated $14K and bringing the position to 2,061 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #133.

Financial Consulate first reported a position in DUK in Q4 2014 and has held it in 9 quarters since. The position peaked at $296K in Q4 2014. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Financial Consulate held 2,061 shares of Duke Energy worth $261K as of Q2 2026.
Financial Consulate bought 111 Duke Energy shares in Q2 2026, an estimated $14K.
Duke Energy made up 0.03% of Financial Consulate's portfolio in Q2 2026, its #133 holding.
Financial Consulate first reported a position in Duke Energy in Q4 2014 and has held it in 9 quarters since.
Financial Consulate's Duke Energy position peaked at $296K in Q4 2014.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.