PFA
DUK icon

Pettinga Financial Advisors’s Duke Energy DUK Stock Holding History

Pettinga Financial Advisors’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 		$598K Sell
4,728
-322
-6% -$40.6K 0.1% 95
2026
Q1 		$661K Hold
5,050
– – 0.12% 89
2025
Q4 		$592K Hold
5,050
– – 0.11% 89
2025
Q3 		$625K Hold
5,050
– – 0.12% 84
2025
Q2 		$596K Buy
5,050
+2,733
+118% +$322K 0.13% 81
2025
Q1 		$283K Hold
2,317
– – 0.07% 104
2024
Q4 		$250K Hold
2,317
– – 0.06% 114
2024
Q3 		$267K Hold
2,317
– – 0.06% 106
2024
Q2 		$232K Buy
+2,317
New +$232K 0.06% 113

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

Pettinga Financial Advisors's DUK Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its Duke Energy (DUK) stake by 6.4% in Q2 2026, selling an estimated $40.6K and leaving 4,728 shares worth $598K. The position accounts for 0.1% of the portfolio, ranked #95.

Pettinga Financial Advisors first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $661K in Q1 2026. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Pettinga Financial Advisors held 4,728 shares of Duke Energy worth $598K as of Q2 2026.
  • Pettinga Financial Advisors sold 322 Duke Energy shares in Q2 2026, an estimated $40.6K.
  • Duke Energy made up 0.1% of Pettinga Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Pettinga Financial Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • Pettinga Financial Advisors's Duke Energy position peaked at $661K in Q1 2026.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.