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Peak Planning Group’s Duke Energy DUK Stock Holding History

Peak Planning 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 		$261K Sell
2,061
-243
-11% -$30.7K 0.06% 108
2026
Q1 		$302K Sell
2,304
-66
-3% -$8.25K 0.08% 98
2025
Q4 		$278K Sell
2,370
-104
-4% -$12.7K 0.08% 99
2025
Q3 		$306K Sell
2,474
-495
-17% -$60.1K 0.16% 70
2025
Q2 		$350K Buy
2,969
+734
+33% +$86.6K 0.22% 59
2025
Q1 		$273K Buy
2,235
+192
+9% +$21.9K 0.11% 98
2024
Q4 		$220K Sell
2,043
-45
-2% -$5.1K 0.09% 110
2024
Q3 		$241K Sell
2,088
-28
-1% -$3.12K 0.11% 100
2024
Q2 		$212K Buy
+2,116
New +$212K 0.1% 102

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

Peak Planning Group's DUK Position: Q2 2026 in Review

Peak Planning Group reduced its Duke Energy (DUK) stake by 11% in Q2 2026, selling an estimated $30.7K and leaving 2,061 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #108.

Peak Planning Group first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $350K in Q2 2025. 2,479 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Peak Planning Group held 2,061 shares of Duke Energy worth $261K as of Q2 2026.
  • Peak Planning Group sold 243 Duke Energy shares in Q2 2026, an estimated $30.7K.
  • Duke Energy made up 0.06% of Peak Planning Group's portfolio in Q2 2026, its #108 holding.
  • Peak Planning Group first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • Peak Planning Group's Duke Energy position peaked at $350K in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.