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Holistic Planning’s Duke Energy DUK Stock Holding History

Holistic Planning’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 		$785K Buy
6,199
+1,242
+25% +$157K 0.12% 155
2026
Q1 		$649K Buy
4,957
+386
+8% +$48.3K 0.13% 150
2025
Q4 		$536K Buy
4,571
+306
+7% +$37.4K 0.11% 153
2025
Q3 		$528K Buy
4,265
+699
+20% +$84.8K 0.14% 121
2025
Q2 		$421K Buy
3,566
+1,716
+93% +$202K 0.12% 137
2025
Q1 		$226K Buy
+1,850
New +$211K 0.08% 175

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

Holistic Planning's DUK Position: Q2 2026 in Review

Holistic Planning increased its Duke Energy (DUK) stake by 25% in Q2 2026, buying an estimated $157K and bringing the position to 6,199 shares worth $785K. The position accounts for 0.12% of the portfolio, ranked #155.

Holistic Planning first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Holistic Planning held 6,199 shares of Duke Energy worth $785K as of Q2 2026.
  • Holistic Planning bought 1,242 Duke Energy shares in Q2 2026, an estimated $157K.
  • Duke Energy made up 0.12% of Holistic Planning's portfolio in Q2 2026, its #155 holding.
  • Holistic Planning first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.