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Ritter Daniher Financial Advisory’s Duke Energy DUK Stock Holding History

Ritter Daniher Financial Advisory’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 		$391K Sell
3,092
-80
-3% -$10.1K 0.06% 119
2026
Q1 		$415K Buy
3,172
+7
+0.2% +$875 0.07% 110
2025
Q4 		$371K Buy
3,165
+717
+29% +$87.6K 0.06% 116
2025
Q3 		$303K Buy
2,448
+2
+0.1% +$243 0.05% 130
2025
Q2 		$289K Sell
2,446
-230
-9% -$27.1K 0.07% 74
2025
Q1 		$326K Buy
2,676
+2
+0.1% +$228 0.09% 66
2024
Q4 		$288K Buy
2,674
+2
+0.1% +$227 0.08% 71
2024
Q3 		$308K Buy
2,672
+3
+0.1% +$334 0.09% 68
2024
Q2 		$268K Buy
2,669
+2
+0.1% +$200 0.09% 66
2024
Q1 		$258K Buy
2,667
+3
+0.1% +$285 0.09% 69
2023
Q4 		$259K Buy
2,664
+2
+0.1% +$182 0.1% 67
2023
Q3 		$235K Buy
2,662
+3
+0.1% +$275 0.1% 65
2023
Q2 		$239K Buy
2,659
+3
+0.1% +$283 0.1% 64
2023
Q1 		$256K Buy
2,656
+286
+12% +$28.3K 0.11% 61
2022
Q4 		$244K Sell
2,370
-197
-8% -$18.9K 0.12% 64
2022
Q3 		$239K Buy
2,567
+2
+0.1% +$215 0.17% 59
2022
Q2 		$275K Sell
2,565
-216
-8% -$23.8K 0.2% 54
2022
Q1 		$311K Buy
2,781
+747
+37% +$77.6K 0.21% 45
2021
Q4 		$213K Buy
2,034
+2
+0.1% +$203 0.14% 56
2021
Q3 		$198K Buy
2,032
+2
+0.1% +$207 0.14% 59
2021
Q2 		$200K Buy
2,030
+3
+0.1% +$301 0.15% 57
2021
Q1 		$196K Buy
2,027
+2
+0.1% +$183 0.16% 53
2020
Q4 		$185K Buy
+2,025
New +$187K 0.16% 53

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

Ritter Daniher Financial Advisory's DUK Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Duke Energy (DUK) stake by 2.5% in Q2 2026, selling an estimated $10.1K and leaving 3,092 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #119.

Ritter Daniher Financial Advisory first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $415K in Q1 2026. 2,480 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Ritter Daniher Financial Advisory held 3,092 shares of Duke Energy worth $391K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 80 Duke Energy shares in Q2 2026, an estimated $10.1K.
  • Duke Energy made up 0.06% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #119 holding.
  • Ritter Daniher Financial Advisory first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • Ritter Daniher Financial Advisory's Duke Energy position peaked at $415K in Q1 2026.
  • 2,480 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.