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HORAN Wealth’s Duke Energy DUK Stock Holding History

HORAN Wealth’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 		$953K Buy
7,531
+289
+4% +$36.5K 0.12% 100
2026
Q1 		$881K Sell
7,242
-30
-0.4% -$3.75K 0.08% 107
2025
Q4 		$852K Sell
7,272
-132
-2% -$16.1K 0.13% 89
2025
Q3 		$916K Buy
7,404
+5,015
+210% +$609K 0.14% 98
2025
Q2 		$282K Buy
+2,389
New +$282K 0.09% 99

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

HORAN Wealth's DUK Position: Q2 2026 in Review

HORAN Wealth increased its Duke Energy (DUK) stake by 4% in Q2 2026, buying an estimated $36.5K and bringing the position to 7,531 shares worth $953K. The position accounts for 0.12% of the portfolio, ranked #100.

HORAN Wealth first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • HORAN Wealth held 7,531 shares of Duke Energy worth $953K as of Q2 2026.
  • HORAN Wealth bought 289 Duke Energy shares in Q2 2026, an estimated $36.5K.
  • Duke Energy made up 0.12% of HORAN Wealth's portfolio in Q2 2026, its #100 holding.
  • HORAN Wealth first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.