Focus Partners Wealth
DUK icon

Focus Partners Wealth’s Duke Energy DUK Stock Holding History

Focus Partners Wealth’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 		$146M Buy
1,154,784
+6,977
+0.6% +$880K 0.15% 142
2026
Q1 		$150M Buy
1,147,807
+125,811
+12% +$15.7M 0.17% 130
2025
Q4 		$121M Buy
1,021,996
+61,347
+6% +$7.49M 0.14% 148
2025
Q3 		$119M Buy
960,649
+179,935
+23% +$21.8M 0.19% 99
2025
Q2 		$92.1M Buy
780,714
+40,084
+5% +$4.73M 0.2% 109
2025
Q1 		$90.3M Buy
740,630
+34,434
+5% +$3.93M 0.23% 95
2024
Q4 		$76.1M Buy
706,196
+72,984
+12% +$8.27M 0.2% 109
2024
Q3 		$73M Buy
633,212
+222,815
+54% +$24.8M 0.23% 93
2024
Q2 		$41.1M Buy
410,397
+319,935
+354% +$32M 0.14% 154
2024
Q1 		$8.75M Buy
90,462
+14,343
+19% +$1.36M 0.07% 234
2023
Q4 		$7.39M Buy
+76,119
New +$6.92M 0.1% 183

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

Focus Partners Wealth's DUK Position: Q2 2026 in Review

Focus Partners Wealth increased its Duke Energy (DUK) stake by 0.61% in Q2 2026, buying an estimated $880K and bringing the position to 1,154,784 shares worth $146M. The position accounts for 0.15% of the portfolio, ranked #142.

Focus Partners Wealth first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $150M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Focus Partners Wealth held 1,154,784 shares of Duke Energy worth $146M as of Q2 2026.
  • Focus Partners Wealth bought 6,977 Duke Energy shares in Q2 2026, an estimated $880K.
  • Duke Energy made up 0.15% of Focus Partners Wealth's portfolio in Q2 2026, its #142 holding.
  • Focus Partners Wealth first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Duke Energy position peaked at $150M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.