Johnson Financial Group LLC (Colorado)’s Duke Energy DUK Stock Holding History

Johnson Financial Group LLC (Colorado)’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	-1,598	Closed	-$209K	–	282
2026 Q1	$209K	Buy	+1,598	New	+$200K	0.01%	181
2022 Q1	–	Sell	-4,269	Closed	-$448K	–	56
2021 Q4	$448K	Sell	4,269 -659	-13%	-$66.8K	0.07%	38
2021 Q3	$480K	Sell	4,928 -970	-16%	-$100K	0.09%	36
2021 Q2	$582K	Buy	5,898 +1,148	+24%	+$115K	0.11%	35
2021 Q1	$459K	Buy	+4,750	New	+$434K	0.11%	31
2018 Q1	–	Sell	-2,478	Closed	-$208K	–	73
2017 Q4	$208K	Sell	2,478 -456	-16%	-$39.8K	0.16%	77
2017 Q3	$246K	Buy	2,934 +392	+15%	+$33.6K	0.2%	58
2017 Q2	$212K	Hold	2,542	–	–	0.18%	61
2017 Q1	$208K	Sell	2,542 -1,370	-35%	-$109K	0.24%	58
2016 Q4	$304K	Buy	+3,912	New	+$300K	0.24%	61

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s DUK Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,598 shares — an estimated $209K sold.

Johnson Financial Group LLC (Colorado) first reported a position in DUK in Q4 2016 and held it in 10 quarters. The position peaked at $582K in Q2 2021. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Johnson Financial Group LLC (Colorado) reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group LLC (Colorado) sold 1,598 Duke Energy shares in Q2 2026, an estimated $209K.
Johnson Financial Group LLC (Colorado) first reported a position in Duke Energy in Q4 2016 and held it in 10 quarters.
Johnson Financial Group LLC (Colorado)'s Duke Energy position peaked at $582K in Q2 2021.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.