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Mirabella Financial Services’s Duke Energy DUK Stock Holding History

Mirabella 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 		$531K Buy
4,196
+1,883
+81% +$238K 0.05% 242
2026
Q1 		$303K Buy
+2,313
New +$289K 0.03% 498
2024
Q3 		– Sell
-9,341
Closed -$936K – 254
2024
Q2 		$936K Buy
9,341
+2,993
+47% +$299K 0.07% 165
2024
Q1 		$614K Buy
+6,348
New +$602K 0.04% 249
2023
Q3 		– Sell
-10,231
Closed -$918K – 447
2023
Q2 		$918K Buy
10,231
+7,531
+279% +$711K 0.1% 219
2023
Q1 		$260K Buy
+2,700
New +$267K 0.04% 302
2021
Q3 		– Sell
-2,273
Closed -$224K – 455
2021
Q2 		$224K Sell
2,273
-466
-17% -$46.8K 0.04% 255
2021
Q1 		$265K Buy
+2,739
New +$250K 0.08% 194

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

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

Mirabella Financial Services increased its Duke Energy (DUK) stake by 81% in Q2 2026, buying an estimated $238K and bringing the position to 4,196 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #242.

Mirabella Financial Services first reported a position in DUK in Q1 2021 and has held it in 8 quarters since. The position peaked at $936K in Q2 2024. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Mirabella Financial Services held 4,196 shares of Duke Energy worth $531K as of Q2 2026.
  • Mirabella Financial Services bought 1,883 Duke Energy shares in Q2 2026, an estimated $238K.
  • Duke Energy made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #242 holding.
  • Mirabella Financial Services first reported a position in Duke Energy in Q1 2021 and has held it in 8 quarters since.
  • Mirabella Financial Services's Duke Energy position peaked at $936K in Q2 2024.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.