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IFC Advisors’s Duke Energy DUK Stock Holding History

IFC 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 		$347K Buy
2,745
+94
+4% +$11.9K 0.04% 129
2026
Q1 		$347K Sell
2,651
-66
-2% -$8.25K 0.05% 112
2025
Q4 		$318K Sell
2,717
-122
-4% -$14.9K 0.05% 134
2025
Q3 		$351K Sell
2,839
-995
-26% -$121K 0.06% 127
2025
Q2 		$452K Buy
3,834
+4
+0.1% +$472 0.08% 115
2025
Q1 		$467K Sell
3,830
-134
-3% -$15.3K 0.1% 108
2024
Q4 		$427K Buy
+3,964
New +$449K 0.09% 106

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

IFC Advisors's DUK Position: Q2 2026 in Review

IFC Advisors increased its Duke Energy (DUK) stake by 3.5% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,745 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #129.

IFC Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $467K in Q1 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • IFC Advisors held 2,745 shares of Duke Energy worth $347K as of Q2 2026.
  • IFC Advisors bought 94 Duke Energy shares in Q2 2026, an estimated $11.9K.
  • Duke Energy made up 0.04% of IFC Advisors's portfolio in Q2 2026, its #129 holding.
  • IFC Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's Duke Energy position peaked at $467K in Q1 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.