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Resurgent Financial Advisors’s Duke Energy DUK Stock Holding History

Resurgent 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 		$380K Sell
3,003
-159
-5% -$20.1K 0.11% 195
2026
Q1 		$414K Sell
3,162
-40
-1% -$5K 0.15% 163
2025
Q4 		$375K Sell
3,202
-1,309
-29% -$160K 0.19% 150
2025
Q3 		$558K Sell
4,511
-592
-12% -$71.8K 0.27% 110
2025
Q2 		$602K Buy
5,103
+1,677
+49% +$198K 0.33% 88
2025
Q1 		$418K Sell
3,426
-100
-3% -$11.4K 0.25% 111
2024
Q4 		$380K Sell
3,526
-934
-21% -$106K 0.22% 126
2024
Q3 		$514K Sell
4,460
-2,831
-39% -$315K 0.3% 95
2024
Q2 		$731K Sell
7,291
-3,362
-32% -$336K 0.45% 66
2024
Q1 		$1.03M Buy
10,653
+3,517
+49% +$334K 0.55% 51
2023
Q4 		$692K Sell
7,136
-93
-1% -$8.46K 0.43% 59
2023
Q3 		$638K Buy
7,229
+570
+9% +$52.3K 0.43% 57
2023
Q2 		$598K Buy
6,659
+1,591
+31% +$150K 0.39% 66
2023
Q1 		$489K Sell
5,068
-1,393
-22% -$138K 0.33% 81
2022
Q4 		$665K Buy
6,461
+2,932
+83% +$281K 0.35% 67
2022
Q3 		$328K Buy
+3,529
New +$379K 0.22% 129

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

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

Resurgent Financial Advisors reduced its Duke Energy (DUK) stake by 5% in Q2 2026, selling an estimated $20.1K and leaving 3,003 shares worth $380K. The position accounts for 0.11% of the portfolio, ranked #195.

Resurgent Financial Advisors first reported a position in DUK in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.03M in Q1 2024. 2,488 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Resurgent Financial Advisors held 3,003 shares of Duke Energy worth $380K as of Q2 2026.
  • Resurgent Financial Advisors sold 159 Duke Energy shares in Q2 2026, an estimated $20.1K.
  • Duke Energy made up 0.11% of Resurgent Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • Resurgent Financial Advisors first reported a position in Duke Energy in Q3 2022 and has held it in 16 quarters since.
  • Resurgent Financial Advisors's Duke Energy position peaked at $1.03M in Q1 2024.
  • 2,488 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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