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John Boyer Inc’s Duke Energy DUK Stock Holding History

John Boyer Inc’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 		$500K Buy
3,953
+35
+0.9% +$4.42K 0.43% 24
2026
Q1 		$513K Buy
3,918
+427
+12% +$53.4K 0.51% 24
2025
Q4 		$409K Buy
3,491
+30
+0.9% +$3.66K 0.42% 26
2025
Q3 		$428K Buy
+3,461
New +$420K 0.43% 24

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

John Boyer Inc's DUK Position: Q2 2026 in Review

John Boyer Inc increased its Duke Energy (DUK) stake by 0.89% in Q2 2026, buying an estimated $4.42K and bringing the position to 3,953 shares worth $500K. The position accounts for 0.43% of the portfolio, ranked #24.

John Boyer Inc first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $513K in Q1 2026. 2,382 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • John Boyer Inc held 3,953 shares of Duke Energy worth $500K as of Q2 2026.
  • John Boyer Inc bought 35 Duke Energy shares in Q2 2026, an estimated $4.42K.
  • Duke Energy made up 0.43% of John Boyer Inc's portfolio in Q2 2026, its #24 holding.
  • John Boyer Inc first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • John Boyer Inc's Duke Energy position peaked at $513K in Q1 2026.
  • 2,382 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on John Boyer Inc's 13F filing for Q2 2026, filed 7 Aug 2026.