FGC
DUK icon

Financial Gravity Companies’s Duke Energy DUK Stock Holding History

Financial Gravity Companies’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 		$17K Buy
+134
New +$16.9K ﹤0.01% 489
2025
Q2 		$15.8K Buy
+134
New +$15.8K ﹤0.01% 494
2024
Q4 		$14.4K Buy
+134
New +$15.2K ﹤0.01% 497
2018
Q4 		$80K Buy
+908
New +$77.3K 0.07% 231
2018
Q1 		$63K Buy
790
+436
+123% +$33.7K 0.06% 258
2017
Q4 		$27K Buy
+354
New +$30.9K 0.03% 439

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 $3.38T AUM 44.17% 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 Gravity Companies's DUK Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Duke Energy (DUK) in Q2 2026: 134 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DUK as recently as Q2 2025.

Financial Gravity Companies first reported a position in DUK in Q4 2017 and has held it in 6 quarters since. The position peaked at $80K in Q4 2018. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Financial Gravity Companies held 134 shares of Duke Energy worth $17K as of Q2 2026.
  • Duke Energy was a new Financial Gravity Companies position in Q2 2026.
  • Duke Energy made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #489 holding.
  • Financial Gravity Companies first reported a position in Duke Energy in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Duke Energy position peaked at $80K in Q4 2018.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.