Raymond James Financial
DUK icon

Raymond James Financial’s Duke Energy DUK Stock Holding History

Raymond James 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 		$566M Sell
4,470,007
-316,713
-7% -$40M 0.15% 113
2026
Q1 		$628M Sell
4,786,720
-341,970
-7% -$42.8M 0.19% 92
2025
Q4 		$602M Sell
5,128,690
-188,867
-4% -$23.1M 0.19% 93
2025
Q3 		$658M Sell
5,317,557
-13,078
-0.2% -$1.59M 0.21% 84
2025
Q2 		$629M Buy
5,330,635
+469,326
+10% +$55.4M 0.22% 84
2025
Q1 		$593M Buy
4,861,309
+2,300,948
+90% +$262M 0.22% 80
2024
Q4 		$276M Buy
+2,560,361
New +$290M 0.1% 181

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

Raymond James Financial's DUK Position: Q2 2026 in Review

Raymond James Financial reduced its Duke Energy (DUK) stake by 6.6% in Q2 2026, selling an estimated $40M and leaving 4,470,007 shares worth $566M. The position accounts for 0.15% of the portfolio, ranked #113.

Raymond James Financial first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $658M in Q3 2025. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Raymond James Financial held 4,470,007 shares of Duke Energy worth $566M as of Q2 2026.
  • Raymond James Financial sold 316,713 Duke Energy shares in Q2 2026, an estimated $40M.
  • Duke Energy made up 0.15% of Raymond James Financial's portfolio in Q2 2026, its #113 holding.
  • Raymond James Financial first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Duke Energy position peaked at $658M in Q3 2025.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.