Founders Grove Wealth Partners’s Duke Energy DUK Stock Holding History

Founders Grove Wealth Partners’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	$315K	Buy	2,486 +14	+0.6%	+$1.77K	0.06%	137
2026 Q1	$324K	Buy	2,472 +386	+19%	+$48.3K	0.07%	123
2025 Q4	$245K	Buy	2,086 +90	+5%	+$11K	0.06%	134
2025 Q3	$247K	Buy	1,996 +136	+7%	+$16.5K	0.06%	124
2025 Q2	$219K	Sell	1,860 -181	-9%	-$21.4K	0.06%	122
2025 Q1	$249K	Hold	2,041	–	–	0.07%	104
2024 Q4	$220K	Buy	+2,041	New	+$231K	0.06%	110

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Founders Grove Wealth Partners's DUK Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Duke Energy (DUK) stake by 0.57% in Q2 2026, buying an estimated $1.77K and bringing the position to 2,486 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #137.

Founders Grove Wealth Partners first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Founders Grove Wealth Partners held 2,486 shares of Duke Energy worth $315K as of Q2 2026.
Founders Grove Wealth Partners bought 14 Duke Energy shares in Q2 2026, an estimated $1.77K.
Duke Energy made up 0.06% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #137 holding.
Founders Grove Wealth Partners first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
Founders Grove Wealth Partners's Duke Energy position peaked at $324K in Q1 2026.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.