Pure Financial Advisors’s Duke Energy DUK Stock Holding History

Pure 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	$4.81M	Buy	37,983 +1,775	+5%	+$224K	0.06%	126
2026 Q1	$4.74M	Buy	36,208 +2,294	+7%	+$287K	0.07%	114
2025 Q4	$3.98M	Sell	33,914 -305	-0.9%	-$37.2K	0.06%	121
2025 Q3	$4.23M	Buy	34,219 +1,131	+3%	+$137K	0.07%	113
2025 Q2	$3.9M	Buy	33,088 +30,051	+989%	+$3.55M	0.07%	116
2025 Q1	$370K	Buy	3,037 +564	+23%	+$64.3K	0.01%	287
2024 Q4	$266K	Buy	2,473 +119	+5%	+$13.5K	0.01%	301
2024 Q3	$271K	Sell	2,354 -64	-3%	-$7.12K	0.01%	287
2024 Q2	$242K	Sell	2,418 -178	-7%	-$17.8K	0.01%	286
2024 Q1	$251K	Sell	2,596 -867	-25%	-$82.3K	0.01%	273
2023 Q4	$336K	Buy	+3,463	New	+$315K	0.01%	238

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Pure Financial Advisors increased its Duke Energy (DUK) stake by 4.9% in Q2 2026, buying an estimated $224K and bringing the position to 37,983 shares worth $4.81M. The position accounts for 0.06% of the portfolio, ranked #126.

Pure Financial Advisors first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Pure Financial Advisors held 37,983 shares of Duke Energy worth $4.81M as of Q2 2026.
Pure Financial Advisors bought 1,775 Duke Energy shares in Q2 2026, an estimated $224K.
Duke Energy made up 0.06% of Pure Financial Advisors's portfolio in Q2 2026, its #126 holding.
Pure Financial Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.