Novak & Powell Financial Services’s Duke Energy DUK Stock Holding History

Novak & Powell 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	$580K	Sell	4,583 -8	-0.2%	-$1.01K	0.27%	74
2026 Q1	$601K	Buy	4,591 +3	+0.1%	+$375	0.32%	69
2025 Q4	$538K	Buy	4,588 +4	+0.1%	+$488	0.28%	77
2025 Q3	$567K	Buy	4,584 +3	+0.1%	+$364	0.3%	76
2025 Q2	$541K	Buy	4,581 +3	+0.1%	+$354	0.38%	63
2025 Q1	$558K	Buy	4,578 +4	+0.1%	+$456	0.35%	71
2024 Q4	$493K	Buy	4,574 +3	+0.1%	+$340	0.29%	78
2024 Q3	$527K	Sell	4,571 -136	-3%	-$15.1K	0.31%	77
2024 Q2	$472K	Sell	4,707 -99	-2%	-$9.9K	0.29%	79
2024 Q1	$465K	Buy	4,806 +5	+0.1%	+$474	0.35%	71
2023 Q4	$466K	Buy	+4,801	New	+$437K	0.31%	79

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

Novak & Powell Financial Services's DUK Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Duke Energy (DUK) stake by 0.17% in Q2 2026, selling an estimated $1.01K and leaving 4,583 shares worth $580K. The position accounts for 0.27% of the portfolio, ranked #74.

Novak & Powell Financial Services first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $601K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Novak & Powell Financial Services held 4,583 shares of Duke Energy worth $580K as of Q2 2026.
Novak & Powell Financial Services sold 8 Duke Energy shares in Q2 2026, an estimated $1.01K.
Duke Energy made up 0.27% of Novak & Powell Financial Services's portfolio in Q2 2026, its #74 holding.
Novak & Powell Financial Services first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's Duke Energy position peaked at $601K in Q1 2026.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.