PGF
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Plan Group Financial’s Duke Energy DUK Stock Holding History

Plan Group Financial’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 		$3.08M Buy
24,369
+3,222
+15% +$406K 0.64% 53
2026
Q1 		$2.77M Buy
21,147
+2,283
+12% +$285K 0.65% 52
2025
Q4 		$2.21M Buy
18,864
+1,425
+8% +$174K 0.57% 53
2025
Q3 		$2.16M Buy
17,439
+2,373
+16% +$288K 0.58% 58
2025
Q2 		$1.78M Buy
15,066
+1,899
+14% +$224K 0.58% 56
2025
Q1 		$1.61M Buy
13,167
+4,063
+45% +$463K 0.57% 46
2024
Q4 		$981K Buy
9,104
+1,078
+13% +$122K 0.52% 46
2024
Q3 		$925K Buy
8,026
+757
+10% +$84.3K 0.49% 47
2024
Q2 		$729K Buy
7,269
+3,555
+96% +$356K 0.45% 50
2024
Q1 		$359K Buy
+3,714
New +$352K 0.24% 62
2023
Q3 		– Sell
-2,373
Closed -$216K – 77
2023
Q2 		$216K Buy
+2,373
New +$224K 0.18% 64

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

Plan Group Financial's DUK Position: Q2 2026 in Review

Plan Group Financial increased its Duke Energy (DUK) stake by 15% in Q2 2026, buying an estimated $406K and bringing the position to 24,369 shares worth $3.08M. The position accounts for 0.64% of the portfolio, ranked #53.

Plan Group Financial first reported a position in DUK in Q2 2023 and has held it in 11 quarters since. 2,489 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Plan Group Financial held 24,369 shares of Duke Energy worth $3.08M as of Q2 2026.
  • Plan Group Financial bought 3,222 Duke Energy shares in Q2 2026, an estimated $406K.
  • Duke Energy made up 0.64% of Plan Group Financial's portfolio in Q2 2026, its #53 holding.
  • Plan Group Financial first reported a position in Duke Energy in Q2 2023 and has held it in 11 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.