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PlanVest Financial’s Duke Energy DUK Stock Holding History

PlanVest 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 		$358K Sell
2,831
-133
-4% -$16.8K 0.24% 69
2026
Q1 		$388K Buy
+2,964
New +$371K 0.3% 66

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 $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PlanVest Financial's DUK Position: Q2 2026 in Review

PlanVest Financial reduced its Duke Energy (DUK) stake by 4.5% in Q2 2026, selling an estimated $16.8K and leaving 2,831 shares worth $358K. The position accounts for 0.24% of the portfolio, ranked #69.

PlanVest Financial first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $388K in Q1 2026. 2,382 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • PlanVest Financial held 2,831 shares of Duke Energy worth $358K as of Q2 2026.
  • PlanVest Financial sold 133 Duke Energy shares in Q2 2026, an estimated $16.8K.
  • Duke Energy made up 0.24% of PlanVest Financial's portfolio in Q2 2026, its #69 holding.
  • PlanVest Financial first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Duke Energy position peaked at $388K in Q1 2026.
  • 2,382 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.