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Park Square Financial Group’s Duke Energy DUK Stock Holding History

Park Square Financial Group’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 		$11.4K Sell
90
-20
-18% -$2.52K 0.1% 65
2026
Q1 		$14.4K Sell
110
-43
-28% -$5.38K 0.11% 58
2025
Q4 		$16.5K Sell
153
-83
-35% -$10.1K 0.1% 103
2025
Q3 		$29.2K Sell
236
-389
-62% -$47.2K 0.13% 60
2025
Q2 		$73.7K Buy
625
+14
+2% +$1.65K 0.05% 243
2025
Q1 		$74.5K Sell
611
-5
-0.8% -$570 0.06% 214
2024
Q4 		$66.3K Buy
+616
New +$69.8K 0.05% 233

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

Park Square Financial Group's DUK Position: Q2 2026 in Review

Park Square Financial Group reduced its Duke Energy (DUK) stake by 18% in Q2 2026, selling an estimated $2.52K and leaving 90 shares worth $11.4K. The position accounts for 0.1% of the portfolio, ranked #65.

Park Square Financial Group first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $74.5K in Q1 2025. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Park Square Financial Group held 90 shares of Duke Energy worth $11.4K as of Q2 2026.
  • Park Square Financial Group sold 20 Duke Energy shares in Q2 2026, an estimated $2.52K.
  • Duke Energy made up 0.1% of Park Square Financial Group's portfolio in Q2 2026, its #65 holding.
  • Park Square Financial Group first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Duke Energy position peaked at $74.5K in Q1 2025.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.