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Robinswood Financial’s Duke Energy DUK Stock Holding History

Robinswood 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 		$20K Buy
157
+1
+0.6% +$126 0.01% 236
2026
Q1 		$20.5K Buy
156
+1
+0.6% +$125 0.01% 224
2025
Q4 		$18.2K Buy
155
+1
+0.6% +$122 0.01% 230
2025
Q3 		$19.1K Buy
154
+100
+185% +$12.1K 0.01% 212
2025
Q2 		$6.42K Buy
54
+1
+2% +$118 ﹤0.01% 284
2025
Q1 		$6.58K Hold
53
– – ﹤0.01% 275
2024
Q4 		$5.76K Hold
53
– – ﹤0.01% 238
2024
Q3 		$6.11K Buy
53
+33
+165% +$3.67K ﹤0.01% 244
2024
Q2 		$2K Buy
+20
New +$2K ﹤0.01% 300

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 $3.38T AUM 44.17% 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

Robinswood Financial's DUK Position: Q2 2026 in Review

Robinswood Financial increased its Duke Energy (DUK) stake by 0.64% in Q2 2026, buying an estimated $126 and bringing the position to 157 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #236.

Robinswood Financial first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $20.5K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Robinswood Financial held 157 shares of Duke Energy worth $20K as of Q2 2026.
  • Robinswood Financial bought 1 Duke Energy share in Q2 2026, an estimated $126.
  • Duke Energy made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #236 holding.
  • Robinswood Financial first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • Robinswood Financial's Duke Energy position peaked at $20.5K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.