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Miller Financial Services’s Duke Energy DUK Stock Holding History

Miller Financial Services’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 		$301K Buy
2,379
+2
+0.1% +$252 0.24% 101
2026
Q1 		$311K Buy
2,377
+2
+0.1% +$250 0.34% 82
2025
Q4 		$278K Buy
2,375
+2
+0.1% +$244 0.33% 85
2025
Q3 		$294K Buy
2,373
+2
+0.1% +$243 0.34% 82
2025
Q2 		$280K Sell
2,371
-77
-3% -$9.09K 0.36% 76
2025
Q1 		$299K Sell
2,448
-555
-18% -$63.3K 0.43% 67
2024
Q4 		$324K Buy
+3,003
New +$340K 0.27% 94

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

Miller Financial Services's DUK Position: Q2 2026 in Review

Miller Financial Services increased its Duke Energy (DUK) stake by 0.08% in Q2 2026, buying an estimated $252 and bringing the position to 2,379 shares worth $301K. The position accounts for 0.24% of the portfolio, ranked #101.

Miller Financial Services first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q4 2024. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Miller Financial Services held 2,379 shares of Duke Energy worth $301K as of Q2 2026.
  • Miller Financial Services bought 2 Duke Energy shares in Q2 2026, an estimated $252.
  • Duke Energy made up 0.24% of Miller Financial Services's portfolio in Q2 2026, its #101 holding.
  • Miller Financial Services first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Miller Financial Services's Duke Energy position peaked at $324K in Q4 2024.
  • 2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.