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Garton & Associates Financial Advisors’s Duke Energy DUK Stock Holding History

Garton & Associates Financial Advisors’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 		$2.12M Buy
16,757
+737
+5% +$93K 4.8% 7
2026
Q1 		$2.1M Sell
16,020
-3,136
-16% -$392K 1.72% 14
2025
Q4 		$2.25M Buy
+19,156
New +$2.34M 1.26% 18

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

Garton & Associates Financial Advisors's DUK Position: Q2 2026 in Review

Garton & Associates Financial Advisors increased its Duke Energy (DUK) stake by 4.6% in Q2 2026, buying an estimated $93K and bringing the position to 16,757 shares worth $2.12M. The position accounts for 4.8% of the portfolio, ranked #7.

Garton & Associates Financial Advisors first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.25M in Q4 2025. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Garton & Associates Financial Advisors held 16,757 shares of Duke Energy worth $2.12M as of Q2 2026.
  • Garton & Associates Financial Advisors bought 737 Duke Energy shares in Q2 2026, an estimated $93K.
  • Duke Energy made up 4.8% of Garton & Associates Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Garton & Associates Financial Advisors first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Garton & Associates Financial Advisors's Duke Energy position peaked at $2.25M in Q4 2025.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.