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Focus Partners Advisor Solutions’s Duke Energy DUK Stock Holding History

Focus Partners Advisor Solutions’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 		$1.56M Buy
12,304
+4,073
+49% +$514K 0.01% 421
2026
Q1 		$1.08M Sell
8,231
-6,579
-44% -$822K 0.01% 537
2025
Q4 		$1.74M Sell
14,810
-13,682
-48% -$1.67M 0.02% 344
2025
Q3 		$3.52M Buy
28,492
+2,646
+10% +$321K 0.04% 228
2025
Q2 		$3.05M Sell
25,846
-93
-0.4% -$11K 0.04% 204
2025
Q1 		$3.16M Buy
25,939
+2,259
+10% +$258K 0.05% 179
2024
Q4 		$2.55M Sell
23,680
-1,268
-5% -$144K 0.04% 196
2024
Q3 		$2.88M Buy
24,948
+1,909
+8% +$212K 0.06% 147
2024
Q2 		$2.31M Sell
23,039
-171
-0.7% -$17.1K 0.06% 157
2024
Q1 		$2.24M Buy
23,210
+11,901
+105% +$1.13M 0.06% 150
2023
Q4 		$1.1M Sell
11,309
-5,764
-34% -$524K 0.05% 157
2023
Q3 		$1.51M Buy
17,073
+7,434
+77% +$682K 0.07% 130
2023
Q2 		$865K Buy
9,639
+5,242
+119% +$495K 0.05% 153
2023
Q1 		$424K Buy
4,397
+511
+13% +$50.5K 0.03% 225
2022
Q4 		$400K Sell
3,886
-8,373
-68% -$804K 0.03% 221
2022
Q3 		$1.14M Buy
12,259
+6,220
+103% +$668K 0.07% 135
2022
Q2 		$648K Buy
6,039
+1,364
+29% +$150K 0.05% 157
2022
Q1 		$521K Sell
4,675
-3,473
-43% -$361K 0.05% 169
2021
Q4 		$854K Buy
+8,148
New +$826K 0.18% 43

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

Focus Partners Advisor Solutions's DUK Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Duke Energy (DUK) stake by 49% in Q2 2026, buying an estimated $514K and bringing the position to 12,304 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #421.

Focus Partners Advisor Solutions first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.52M in Q3 2025. 2,488 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Focus Partners Advisor Solutions held 12,304 shares of Duke Energy worth $1.56M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 4,073 Duke Energy shares in Q2 2026, an estimated $514K.
  • Duke Energy made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #421 holding.
  • Focus Partners Advisor Solutions first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Focus Partners Advisor Solutions's Duke Energy position peaked at $3.52M in Q3 2025.
  • 2,488 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.