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Prosperity Financial Group’s Duke Energy DUK Stock Holding History

Prosperity Financial 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 		$238K Buy
1,880
+17
+0.9% +$2.14K 0.07% 174
2026
Q1 		$244K Buy
+1,863
New +$233K 0.09% 163
2025
Q4 		– Sell
-1,889
Closed -$234K – 194
2025
Q3 		$234K Sell
1,889
-31
-2% -$3.76K 0.09% 150
2025
Q2 		$227K Buy
1,920
+24
+1% +$2.83K 0.1% 147
2025
Q1 		$231K Buy
+1,896
New +$216K 0.12% 135

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 $3.38T AUM 44.17% 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

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

Prosperity Financial Group increased its Duke Energy (DUK) stake by 0.91% in Q2 2026, buying an estimated $2.14K and bringing the position to 1,880 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #174.

Prosperity Financial Group first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. The position peaked at $244K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Prosperity Financial Group held 1,880 shares of Duke Energy worth $238K as of Q2 2026.
  • Prosperity Financial Group bought 17 Duke Energy shares in Q2 2026, an estimated $2.14K.
  • Duke Energy made up 0.07% of Prosperity Financial Group's portfolio in Q2 2026, its #174 holding.
  • Prosperity Financial Group first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • Prosperity Financial Group's Duke Energy position peaked at $244K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.