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Flagship Wealth Advisors’s Duke Energy DUK Stock Holding History

Flagship Wealth Advisors’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 		$71.3K Hold
563
– – 0.02% 235
2026
Q1 		$66.4K Hold
563
– – 0.03% 172
2025
Q4 		$66K Hold
563
– – 0.02% 194
2025
Q3 		$69.7K Hold
563
– – 0.02% 194
2025
Q2 		$66.4K Hold
563
– – 0.03% 184
2025
Q1 		$68.7K Hold
563
– – 0.03% 175
2024
Q4 		$60.7K Buy
+563
New +$63.8K 0.04% 175

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

Flagship Wealth Advisors's DUK Position: Q2 2026 in Review

Flagship Wealth Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 563 shares worth $71.3K. The position accounts for 0.02% of the portfolio, ranked #235.

Flagship Wealth Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Flagship Wealth Advisors held 563 shares of Duke Energy worth $71.3K as of Q2 2026.
  • Flagship Wealth Advisors left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #235 holding.
  • Flagship Wealth Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.