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DUK icon

PFS Partners’s Duke Energy DUK Stock Holding History

PFS Partners’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 		$86K Buy
679
+5
+0.7% +$631 0.03% 151
2026
Q1 		$88.3K Hold
674
– – 0.04% 132
2025
Q4 		$79.1K Buy
674
+5
+0.7% +$611 0.04% 139
2025
Q3 		$82.8K Buy
669
+36
+6% +$4.37K 0.04% 126
2025
Q2 		$74.7K Buy
633
+5
+0.8% +$590 0.04% 130
2025
Q1 		$76.6K Buy
628
+5
+0.8% +$570 0.04% 119
2024
Q4 		$67.1K Buy
623
+5
+0.8% +$566 0.04% 127
2024
Q3 		$71.2K Buy
618
+5
+0.8% +$557 0.04% 112
2024
Q2 		$61.4K Sell
613
-128
-17% -$12.8K 0.04% 111
2024
Q1 		$71.7K Buy
741
+6
+0.8% +$569 0.05% 103
2023
Q4 		$71.3K Buy
735
+435
+145% +$39.6K 0.05% 106
2023
Q3 		$26.5K Buy
300
+1
+0.3% +$92 0.02% 157
2023
Q2 		$26.9K Hold
299
– – 0.02% 164
2023
Q1 		$28.8K Buy
299
+1
+0.3% +$99 0.03% 133
2022
Q4 		$30.7K Hold
298
– – 0.03% 119
2022
Q3 		$27.7K Buy
298
+1
+0.3% +$107 0.03% 113
2022
Q2 		$31.9K Hold
297
– – 0.03% 105
2022
Q1 		$33.2K Hold
297
– – 0.03% 120
2021
Q4 		$31.1K Buy
+297
New +$30.1K 0.02% 129

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

PFS Partners's DUK Position: Q2 2026 in Review

PFS Partners increased its Duke Energy (DUK) stake by 0.74% in Q2 2026, buying an estimated $631 and bringing the position to 679 shares worth $86K. The position accounts for 0.03% of the portfolio, ranked #151.

PFS Partners first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $88.3K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • PFS Partners held 679 shares of Duke Energy worth $86K as of Q2 2026.
  • PFS Partners bought 5 Duke Energy shares in Q2 2026, an estimated $631.
  • Duke Energy made up 0.03% of PFS Partners's portfolio in Q2 2026, its #151 holding.
  • PFS Partners first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • PFS Partners's Duke Energy position peaked at $88.3K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.