FFS
DUK icon

Founders Financial Securities’s Duke Energy DUK Stock Holding History

Founders Financial Securities’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 		$239K Buy
1,889
+352
+23% +$44.4K 0.01% 506
2026
Q1 		$204K Buy
+1,537
New +$192K 0.01% 509
2025
Q3 		– Sell
-1,841
Closed -$217K – 497
2025
Q2 		$217K Buy
1,841
+12
+0.7% +$1.42K 0.02% 468
2025
Q1 		$221K Buy
+1,829
New +$208K 0.02% 431
2020
Q4 		– Sell
-7,267
Closed -$644K – 229
2020
Q3 		$644K Sell
7,267
-1,888
-21% -$156K 0.21% 73
2020
Q2 		$740K Buy
9,155
+2,086
+30% +$176K 0.24% 76
2020
Q1 		$572K Sell
7,069
-173
-2% -$15.9K 0.21% 65
2019
Q4 		$661K Buy
7,242
+21
+0.3% +$1.93K 0.22% 67
2019
Q3 		$692K Buy
7,221
+318
+5% +$28.9K 0.22% 76
2019
Q2 		$609K Sell
6,903
-1,432
-17% -$127K 0.2% 72
2019
Q1 		$750K Sell
8,335
-82
-1% -$7.23K 0.24% 70
2018
Q4 		$726K Sell
8,417
-447
-5% -$38K 0.26% 61
2018
Q3 		$709K Sell
8,864
-152
-2% -$12.3K 0.2% 77
2018
Q2 		$713K Buy
9,016
+14
+0.2% +$1.08K 0.22% 64
2018
Q1 		$697K Buy
+9,002
New +$696K 0.23% 64

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

Founders Financial Securities's DUK Position: Q2 2026 in Review

Founders Financial Securities increased its Duke Energy (DUK) stake by 23% in Q2 2026, buying an estimated $44.4K and bringing the position to 1,889 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #506.

Founders Financial Securities first reported a position in DUK in Q1 2018 and has held it in 15 quarters since. The position peaked at $750K in Q1 2019. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Founders Financial Securities held 1,889 shares of Duke Energy worth $239K as of Q2 2026.
  • Founders Financial Securities bought 352 Duke Energy shares in Q2 2026, an estimated $44.4K.
  • Duke Energy made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #506 holding.
  • Founders Financial Securities first reported a position in Duke Energy in Q1 2018 and has held it in 15 quarters since.
  • Founders Financial Securities's Duke Energy position peaked at $750K in Q1 2019.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.