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Johnson Bixby & Associates’s Duke Energy DUK Stock Holding History

Johnson Bixby & Associates’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 		– Sell
-1,857
Closed -$243K – 133
2026
Q1 		$243K Buy
+1,857
New +$232K 0.03% 117

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

Johnson Bixby & Associates's DUK Position: Q2 2026 in Review

Johnson Bixby & Associates sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,857 shares — an estimated $243K sold.

Johnson Bixby & Associates first reported a position in DUK in Q1 2026 and held it in 1 quarter. The position peaked at $243K in Q1 2026. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Johnson Bixby & Associates reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Johnson Bixby & Associates sold 1,857 Duke Energy shares in Q2 2026, an estimated $243K.
  • Johnson Bixby & Associates first reported a position in Duke Energy in Q1 2026 and held it in 1 quarter.
  • Johnson Bixby & Associates's Duke Energy position peaked at $243K in Q1 2026.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.