IFG
DUK icon

Independent Financial Group’s Duke Energy DUK Stock Holding History

Independent Financial Group’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 		$1.46M Buy
11,565
+146
+1% +$18.4K 0.03% 557
2026
Q1 		$1.5M Buy
11,419
+171
+2% +$21.4K 0.03% 491
2025
Q4 		$1.32M Sell
11,248
-148
-1% -$18.1K 0.03% 527
2025
Q3 		$1.41M Buy
11,396
+144
+1% +$17.5K 0.03% 500
2025
Q2 		$1.33M Buy
11,252
+121
+1% +$14.3K 0.04% 458
2025
Q1 		$1.36M Buy
11,131
+3,816
+52% +$435K 0.05% 393
2024
Q4 		$788K Buy
7,315
+33
+0.5% +$3.74K 0.03% 545
2024
Q3 		$840K Buy
7,282
+148
+2% +$16.5K 0.03% 490
2024
Q2 		$715K Sell
7,134
-442
-6% -$44.2K 0.03% 490
2024
Q1 		$733K Buy
7,576
+48
+0.6% +$4.55K 0.03% 469
2023
Q4 		$730K Sell
7,528
-148
-2% -$13.5K 0.04% 448
2023
Q3 		$678K Buy
7,676
+184
+2% +$16.9K 0.04% 418
2023
Q2 		$672K Buy
7,492
+734
+11% +$69.3K 0.05% 402
2023
Q1 		$652K Buy
6,758
+166
+3% +$16.4K 0.05% 390
2022
Q4 		$679K Sell
6,592
-463
-7% -$44.4K 0.06% 342
2022
Q3 		$656K Buy
7,055
+1,837
+35% +$197K 0.06% 322
2022
Q2 		$560K Buy
5,218
+163
+3% +$17.9K 0.06% 355
2022
Q1 		$565K Sell
5,055
-23
-0.5% -$2.39K 0.05% 395
2021
Q4 		$533K Buy
5,078
+2,090
+70% +$212K 0.04% 404
2021
Q3 		$292K Buy
2,988
+212
+8% +$21.9K 0.03% 534
2021
Q2 		$274K Buy
2,776
+208
+8% +$20.9K 0.03% 557
2021
Q1 		$248K Buy
+2,568
New +$234K 0.03% 527

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

Independent Financial Group's DUK Position: Q2 2026 in Review

Independent Financial Group increased its Duke Energy (DUK) stake by 1.3% in Q2 2026, buying an estimated $18.4K and bringing the position to 11,565 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #557.

Independent Financial Group first reported a position in DUK in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.5M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Independent Financial Group held 11,565 shares of Duke Energy worth $1.46M as of Q2 2026.
  • Independent Financial Group bought 146 Duke Energy shares in Q2 2026, an estimated $18.4K.
  • Duke Energy made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #557 holding.
  • Independent Financial Group first reported a position in Duke Energy in Q1 2021 and has held it in 22 quarters since.
  • Independent Financial Group's Duke Energy position peaked at $1.5M in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.