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Richardson Financial Services’s Duke Energy DUK Stock Holding History

Richardson Financial Services’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 		$360K Sell
2,844
-58
-2% -$7.32K 0.2% 108
2026
Q1 		$380K Sell
2,902
-14
-0.5% -$1.75K 0.24% 107
2025
Q4 		$331K Buy
2,916
+34
+1% +$4.15K 0.11% 118
2025
Q3 		$357K Buy
2,882
+279
+11% +$33.9K 0.22% 105
2025
Q2 		$309K Sell
2,603
-20
-0.8% -$2.36K 0.21% 120
2025
Q1 		$320K Buy
2,623
+38
+1% +$4.33K 0.24% 112
2024
Q4 		$278K Sell
2,585
-83
-3% -$9.4K 0.2% 116
2024
Q3 		$269K Buy
2,668
+100
+4% +$11.1K 0.17% 122
2024
Q2 		$257K Sell
2,568
-469
-15% -$46.9K 0.19% 118
2024
Q1 		$294K Buy
3,037
+243
+9% +$23.1K 0.21% 111
2023
Q4 		$271K Buy
+2,794
New +$254K 0.24% 102

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

Richardson Financial Services's DUK Position: Q2 2026 in Review

Richardson Financial Services reduced its Duke Energy (DUK) stake by 2% in Q2 2026, selling an estimated $7.32K and leaving 2,844 shares worth $360K. The position accounts for 0.2% of the portfolio, ranked #108.

Richardson Financial Services first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $380K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Richardson Financial Services held 2,844 shares of Duke Energy worth $360K as of Q2 2026.
  • Richardson Financial Services sold 58 Duke Energy shares in Q2 2026, an estimated $7.32K.
  • Duke Energy made up 0.2% of Richardson Financial Services's portfolio in Q2 2026, its #108 holding.
  • Richardson Financial Services first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Duke Energy position peaked at $380K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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