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Huntleigh Advisors’s Duke Energy DUK Stock Holding History

Huntleigh 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 		$1.16M Buy
9,163
+514
+6% +$64.8K 0.16% 135
2026
Q1 		$1.13M Buy
8,649
+521
+6% +$65.1K 0.19% 111
2025
Q4 		$953K Buy
8,128
+174
+2% +$21.2K 0.16% 127
2025
Q3 		$984K Buy
7,954
+66
+0.8% +$8.01K 0.17% 119
2025
Q2 		$931K Buy
7,888
+103
+1% +$12.2K 0.18% 112
2025
Q1 		$950K Sell
7,785
-12
-0.2% -$1.37K 0.16% 101
2024
Q4 		$840K Buy
+7,797
New +$883K 0.18% 101

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

Huntleigh Advisors's DUK Position: Q2 2026 in Review

Huntleigh Advisors increased its Duke Energy (DUK) stake by 5.9% in Q2 2026, buying an estimated $64.8K and bringing the position to 9,163 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #135.

Huntleigh Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Huntleigh Advisors held 9,163 shares of Duke Energy worth $1.16M as of Q2 2026.
  • Huntleigh Advisors bought 514 Duke Energy shares in Q2 2026, an estimated $64.8K.
  • Duke Energy made up 0.16% of Huntleigh Advisors's portfolio in Q2 2026, its #135 holding.
  • Huntleigh Advisors first reported a position in Duke Energy in Q4 2024 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 Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.