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Frisch Financial Group’s Duke Energy DUK Stock Holding History

Frisch Financial Group’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 		$326K Buy
2,575
+626
+32% +$79K 0.06% 140
2026
Q1 		$255K Buy
+1,949
New +$244K 0.05% 147
2025
Q4 		– Sell
-1,684
Closed -$208K – 167
2025
Q3 		$208K Buy
+1,684
New +$204K 0.05% 146
2025
Q2 		– Sell
-1,872
Closed -$228K – 146
2025
Q1 		$228K Buy
+1,872
New +$213K 0.06% 116
2023
Q1 		– Sell
-2,355
Closed -$243K – 121
2022
Q4 		$243K Buy
+2,355
New +$226K 0.09% 115
2021
Q2 		– Sell
-2,319
Closed -$224K – 155
2021
Q1 		$224K Buy
2,319
+10
+0.4% +$913 0.08% 139
2020
Q4 		$211K Buy
+2,309
New +$214K 0.08% 127

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

Frisch Financial Group's DUK Position: Q2 2026 in Review

Frisch Financial Group increased its Duke Energy (DUK) stake by 32% in Q2 2026, buying an estimated $79K and bringing the position to 2,575 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #140.

Frisch Financial Group first reported a position in DUK in Q4 2020 and has held it in 7 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Frisch Financial Group held 2,575 shares of Duke Energy worth $326K as of Q2 2026.
  • Frisch Financial Group bought 626 Duke Energy shares in Q2 2026, an estimated $79K.
  • Duke Energy made up 0.06% of Frisch Financial Group's portfolio in Q2 2026, its #140 holding.
  • Frisch Financial Group first reported a position in Duke Energy in Q4 2020 and has held it in 7 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.