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Florida Financial Advisors’s Duke Energy DUK Stock Holding History

Florida Financial 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 		– Sell
-1,669
Closed -$219K – 370
2026
Q1 		$219K Buy
+1,669
New +$209K 0.05% 304

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

Florida Financial Advisors's DUK Position: Q2 2026 in Review

Florida Financial Advisors sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,669 shares — an estimated $219K sold.

Florida Financial Advisors first reported a position in DUK in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Florida Financial Advisors reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Florida Financial Advisors sold 1,669 Duke Energy shares in Q2 2026, an estimated $219K.
  • Florida Financial Advisors first reported a position in Duke Energy in Q1 2026 and held it in 1 quarter.
  • Florida Financial Advisors's Duke Energy position peaked at $219K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.