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Finivi Inc’s Duke Energy DUK Stock Holding History

Finivi Inc’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 		$775K Sell
6,121
-286
-4% -$36.1K 0.4% 60
2026
Q1 		$839K Buy
6,407
+934
+17% +$117K 0.46% 54
2025
Q4 		$642K Sell
5,473
-196
-3% -$23.9K 0.37% 60
2025
Q3 		$702K Sell
5,669
-7
-0.1% -$849 0.45% 55
2025
Q2 		$670K Buy
5,676
+237
+4% +$28K 0.45% 54
2025
Q1 		$663K Buy
5,439
+62
+1% +$7.07K 0.53% 47
2024
Q4 		$579K Buy
5,377
+259
+5% +$29.3K 0.46% 56
2024
Q3 		$590K Buy
5,118
+36
+0.7% +$4.01K 0.48% 52
2024
Q2 		$509K Buy
+5,082
New +$508K 0.42% 58

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

Finivi Inc's DUK Position: Q2 2026 in Review

Finivi Inc reduced its Duke Energy (DUK) stake by 4.5% in Q2 2026, selling an estimated $36.1K and leaving 6,121 shares worth $775K. The position accounts for 0.4% of the portfolio, ranked #60.

Finivi Inc first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $839K in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Finivi Inc held 6,121 shares of Duke Energy worth $775K as of Q2 2026.
  • Finivi Inc sold 286 Duke Energy shares in Q2 2026, an estimated $36.1K.
  • Duke Energy made up 0.4% of Finivi Inc's portfolio in Q2 2026, its #60 holding.
  • Finivi Inc first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • Finivi Inc's Duke Energy position peaked at $839K in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.