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Montgomery Financial Services’s Duke Energy DUK Stock Holding History

Montgomery 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 		$22.9K Buy
+181
New +$22.8K 0.02% 116

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

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

Montgomery Financial Services opened a new position in Duke Energy (DUK) in Q2 2026: 181 shares worth $22.9K. The stake represents 0.02% of the portfolio and ranks #116 among its holdings.

2,382 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Montgomery Financial Services held 181 shares of Duke Energy worth $22.9K as of Q2 2026.
  • Duke Energy was a new Montgomery Financial Services position in Q2 2026.
  • Duke Energy made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #116 holding.
  • 2,382 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.