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Northstar Financial Companies’s Duke Energy DUK Stock Holding History

Northstar Financial Companies’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 		$910K Buy
7,187
+1,043
+17% +$132K 0.61% 47
2026
Q1 		$805K Sell
6,144
-4,053
-40% -$507K 0.64% 44
2025
Q4 		$1.2M Sell
10,197
-2,938
-22% -$359K 0.95% 29
2025
Q3 		$1.63M Buy
13,135
+3,046
+30% +$370K 1.5% 19
2025
Q2 		$1.19M Buy
10,089
+2,760
+38% +$326K 1.24% 18
2025
Q1 		$894K Buy
7,329
+669
+10% +$76.3K 0.97% 25
2024
Q4 		$718K Buy
+6,660
New +$754K 0.68% 33

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

Northstar Financial Companies's DUK Position: Q2 2026 in Review

Northstar Financial Companies increased its Duke Energy (DUK) stake by 17% in Q2 2026, buying an estimated $132K and bringing the position to 7,187 shares worth $910K. The position accounts for 0.61% of the portfolio, ranked #47.

Northstar Financial Companies first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q3 2025. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Northstar Financial Companies held 7,187 shares of Duke Energy worth $910K as of Q2 2026.
  • Northstar Financial Companies bought 1,043 Duke Energy shares in Q2 2026, an estimated $132K.
  • Duke Energy made up 0.61% of Northstar Financial Companies's portfolio in Q2 2026, its #47 holding.
  • Northstar Financial Companies first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Northstar Financial Companies's Duke Energy position peaked at $1.63M in Q3 2025.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.