Franklin Street Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.09M | Sell |
24,417
-1,429
| -6% | -$180K | 0.17% | 60 |
|
|
2026
Q1 | $3.38M | Buy |
25,846
+39
| +0.2% | +$4.88K | 0.21% | 57 |
|
|
2025
Q4 | $3.02M | Buy |
25,807
+250
| +1% | +$30.5K | 0.17% | 59 |
|
|
2025
Q3 | $3.16M | Sell |
25,557
-250
| -1% | -$30.3K | 0.18% | 58 |
|
|
2025
Q2 | $3.04M | Sell |
25,807
-416
| -2% | -$49.1K | 0.19% | 63 |
|
|
2025
Q1 | $3.2M | Sell |
26,223
-110
| -0.4% | -$12.5K | 0.23% | 62 |
|
|
2024
Q4 | $2.84M | Buy |
26,333
+1,859
| +8% | +$211K | 0.19% | 68 |
|
|
2024
Q3 | $2.82M | Sell |
24,474
-145
| -0.6% | -$16.1K | 0.19% | 63 |
|
|
2024
Q2 | $2.47M | Buy |
24,619
+3,450
| +16% | +$345K | 0.18% | 64 |
|
|
2024
Q1 | $2.05M | Sell |
21,169
-145
| -0.7% | -$13.8K | 0.15% | 59 |
|
|
2023
Q4 | $2.07M | Sell |
21,314
-315
| -1% | -$28.7K | 0.17% | 61 |
|
|
2023
Q3 | $1.91M | Sell |
21,629
-635
| -3% | -$58.2K | 0.17% | 59 |
|
|
2023
Q2 | $2M | Buy |
22,264
+2,771
| +14% | +$262K | 0.17% | 60 |
|
|
2023
Q1 | $1.88M | Sell |
19,493
-408
| -2% | -$40.3K | 0.17% | 58 |
|
|
2022
Q4 | $2.05M | Sell |
19,901
-1,142
| -5% | -$110K | 0.19% | 61 |
|
|
2022
Q3 | $1.96M | Buy |
21,043
+476
| +2% | +$51.1K | 0.2% | 66 |
|
|
2022
Q2 | $2.21M | Buy |
20,567
+2,642
| +15% | +$291K | 0.21% | 65 |
|
|
2022
Q1 | $2M | Sell |
17,925
-386
| -2% | -$40.1K | 0.16% | 67 |
|
|
2021
Q4 | $1.92M | Sell |
18,311
-216
| -1% | -$21.9K | 0.15% | 66 |
|
|
2021
Q3 | $1.81M | Buy |
18,527
+3,203
| +21% | +$332K | 0.15% | 66 |
|
|
2021
Q2 | $1.51M | Sell |
15,324
-692
| -4% | -$69.5K | 0.13% | 66 |
|
|
2021
Q1 | $1.55M | Sell |
16,016
-120
| -0.7% | -$11K | 0.14% | 69 |
|
|
2020
Q4 | $1.48M | Sell |
16,136
-423
| -3% | -$39.1K | 0.14% | 68 |
|
|
2020
Q3 | $1.47M | Sell |
16,559
-269
| -2% | -$22.2K | 0.16% | 63 |
|
|
2020
Q2 | $1.34M | Buy |
16,828
+7,365
| +78% | +$622K | 0.16% | 63 |
|
|
2020
Q1 | $765K | Sell |
9,463
-2,140
| -18% | -$197K | 0.11% | 78 |
|
|
2019
Q4 | $1.06M | Sell |
11,603
-1,567
| -12% | -$144K | 0.13% | 80 |
|
|
2019
Q3 | $1.26M | Buy |
13,170
+545
| +4% | +$49.6K | 0.16% | 76 |
|
|
2019
Q2 | $1.11M | Sell |
12,625
-651
| -5% | -$57.5K | 0.14% | 74 |
|
|
2019
Q1 | $1.2M | Sell |
13,276
-913
| -6% | -$80.5K | 0.17% | 74 |
|
|
2018
Q4 | $1.22M | Sell |
14,189
-377
| -3% | -$32.1K | 0.19% | 71 |
|
|
2018
Q3 | $1.17M | Sell |
14,566
-226
| -2% | -$18.3K | 0.16% | 79 |
|
|
2018
Q2 | $1.17M | Sell |
14,792
-3
| -0% | -$231 | 0.17% | 73 |
|
|
2018
Q1 | $1.15M | Sell |
14,795
-2,659
| -15% | -$206K | 0.17% | 77 |
|
|
2017
Q4 | $1.47M | Sell |
17,454
-1,418
| -8% | -$124K | 0.22% | 75 |
|
|
2017
Q3 | $1.58M | Sell |
18,872
-76
| -0.4% | -$6.51K | 0.26% | 73 |
|
|
2017
Q2 | $1.58M | Buy |
18,948
+2,386
| +14% | +$201K | 0.27% | 72 |
|
|
2017
Q1 | $1.36M | Sell |
16,562
-15,923
| -49% | -$1.27M | 0.24% | 79 |
|
|
2016
Q4 | $2.52M | Sell |
32,485
-165
| -0.5% | -$12.6K | 0.44% | 67 |
|
|
2016
Q3 | $2.61M | Sell |
32,650
-3,567
| -10% | -$295K | 0.48% | 70 |
|
|
2016
Q2 | $3.11M | Buy |
36,217
+738
| +2% | +$59K | 0.59% | 64 |
|
|
2016
Q1 | $2.86M | Sell |
35,479
-373
| -1% | -$28.2K | 0.57% | 62 |
|
|
2015
Q4 | $2.56M | Sell |
35,852
-2,820
| -7% | -$198K | 0.5% | 62 |
|
|
2015
Q3 | $2.78M | Sell |
38,672
-1,516
| -4% | -$110K | 0.55% | 54 |
|
|
2015
Q2 | $2.84M | Sell |
40,188
-521
| -1% | -$39.4K | 0.51% | 61 |
|
|
2015
Q1 | $3.13M | Buy |
40,709
+6,392
| +19% | +$519K | 0.57% | 58 |
|
|
2014
Q4 | $2.87M | Buy |
34,317
+2,016
| +6% | +$163K | 0.55% | 58 |
|
|
2014
Q3 | $2.42M | Buy |
32,301
+2,034
| +7% | +$148K | 0.46% | 62 |
|
|
2014
Q2 | $2.25M | Buy |
30,267
+267
| +0.9% | +$19.2K | 0.43% | 68 |
|
|
2014
Q1 | $2.14M | Buy |
30,000
+575
| +2% | +$40.1K | 0.43% | 68 |
|
|
2013
Q4 | $2.03M | Sell |
29,425
-371
| -1% | -$26K | 0.41% | 71 |
|
|
2013
Q3 | $1.99M | Buy |
29,796
+340
| +1% | +$23.2K | 0.45% | 65 |
|
|
2013
Q2 | $1.99M | Buy |
+29,456
| New | +$2.08M | 0.49% | 58 |
|
Other funds holding DUK
Franklin Street Advisors's DUK Position: Q2 2026 in Review
Franklin Street Advisors reduced its Duke Energy (DUK) stake by 5.5% in Q2 2026, selling an estimated $180K and leaving 24,417 shares worth $3.09M. The position accounts for 0.17% of the portfolio, ranked #60.
Franklin Street Advisors first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.38M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Franklin Street Advisors held 24,417 shares of Duke Energy worth $3.09M as of Q2 2026.
- Franklin Street Advisors sold 1,429 Duke Energy shares in Q2 2026, an estimated $180K.
- Duke Energy made up 0.17% of Franklin Street Advisors's portfolio in Q2 2026, its #60 holding.
- Franklin Street Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
- Franklin Street Advisors's Duke Energy position peaked at $3.38M in Q1 2026.
- 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.