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Financial Freedom LLC’s Duke Energy DUK Stock Holding History

Financial Freedom LLC’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
-247
Closed -$32.4K – 176
2026
Q1 		$32.4K Buy
247
+55
+29% +$6.88K 0.02% 194
2025
Q4 		$22.5K Hold
192
– – 0.01% 218
2025
Q3 		$23.8K Hold
192
– – 0.01% 219
2025
Q2 		$22.7K Hold
192
– – 0.01% 218
2025
Q1 		$23.4K Hold
192
– – 0.01% 217
2024
Q4 		$20.7K Hold
192
– – 0.01% 221
2024
Q3 		$22.1K Hold
192
– – 0.01% 211
2024
Q2 		$19.2K Hold
192
– – 0.01% 224
2024
Q1 		$18.6K Hold
192
– – 0.01% 231
2023
Q4 		$18.6K Hold
192
– – 0.01% 231
2023
Q3 		$16.9K Hold
192
– – 0.01% 235
2023
Q2 		$17.2K Hold
192
– – 0.01% 231
2023
Q1 		$18.5K Hold
192
– – 0.01% 218
2022
Q4 		$19.8K Buy
+192
New +$18.4K 0.01% 213

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

Financial Freedom LLC's DUK Position: Q2 2026 in Review

Financial Freedom LLC sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 247 shares — an estimated $32.4K sold.

Financial Freedom LLC first reported a position in DUK in Q4 2022 and held it in 14 quarters. The position peaked at $32.4K in Q1 2026. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Financial Freedom LLC reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 247 Duke Energy shares in Q2 2026, an estimated $32.4K.
  • Financial Freedom LLC first reported a position in Duke Energy in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's Duke Energy position peaked at $32.4K in Q1 2026.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.