Financial Security Advisor’s Duke Energy DUK Stock Holding History

Financial Security Advisor’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	$706K	Sell	5,575 -909	-14%	-$115K	0.11%	80
2026 Q1	$849K	Buy	6,484 +1,566	+32%	+$196K	0.16%	61
2025 Q4	$576K	Buy	4,918 +21	+0.4%	+$2.56K	0.11%	78
2025 Q3	$606K	Buy	4,897 +14	+0.3%	+$1.7K	0.13%	70
2025 Q2	$576K	Buy	4,883 +15	+0.3%	+$1.77K	0.13%	65
2025 Q1	$594K	Buy	4,868 +6	+0.1%	+$684	0.15%	60
2024 Q4	$524K	Buy	4,862 +6	+0.1%	+$680	0.13%	62
2024 Q3	$560K	Sell	4,856 -53	-1%	-$5.9K	0.14%	59
2024 Q2	$492K	Buy	4,909 +67	+1%	+$6.7K	0.16%	57
2024 Q1	$468K	Sell	4,842 -286	-6%	-$27.1K	0.16%	59
2023 Q4	$498K	Sell	5,128 -466	-8%	-$42.4K	0.2%	53
2023 Q3	$494K	Buy	+5,594	New	+$513K	0.23%	53

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 $3.38T AUM 44.17% 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 Security Advisor's DUK Position: Q2 2026 in Review

Financial Security Advisor reduced its Duke Energy (DUK) stake by 14% in Q2 2026, selling an estimated $115K and leaving 5,575 shares worth $706K. The position accounts for 0.11% of the portfolio, ranked #80.

Financial Security Advisor first reported a position in DUK in Q3 2023 and has held it in 12 quarters since. The position peaked at $849K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Financial Security Advisor held 5,575 shares of Duke Energy worth $706K as of Q2 2026.
Financial Security Advisor sold 909 Duke Energy shares in Q2 2026, an estimated $115K.
Duke Energy made up 0.11% of Financial Security Advisor's portfolio in Q2 2026, its #80 holding.
Financial Security Advisor first reported a position in Duke Energy in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's Duke Energy position peaked at $849K in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.