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Rollins Financial Advisors’s Duke Energy DUK Stock Holding History

Rollins 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 		$1.45M Buy
11,427
+2,045
+22% +$258K 0.19% 63
2026
Q1 		$1.23M Buy
9,382
+12
+0.1% +$1.5K 0.19% 65
2025
Q4 		$1.1M Sell
9,370
-1,067
-10% -$130K 0.16% 60
2025
Q3 		$1.29M Buy
10,437
+4
+0% +$485 0.2% 56
2025
Q2 		$1.23M Sell
10,433
-106
-1% -$12.5K 0.2% 57
2025
Q1 		$1.29M Buy
10,539
+706
+7% +$80.5K 0.22% 55
2024
Q4 		$1.06M Buy
9,833
+4,182
+74% +$474K 0.17% 58
2024
Q3 		$652K Buy
5,651
+1,314
+30% +$146K 0.11% 70
2024
Q2 		$435K Sell
4,337
-417
-9% -$41.7K 0.07% 79
2024
Q1 		$460K Buy
4,754
+44
+0.9% +$4.17K 0.09% 77
2023
Q4 		$457K Buy
+4,710
New +$428K 0.1% 70

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

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

Rollins Financial Advisors increased its Duke Energy (DUK) stake by 22% in Q2 2026, buying an estimated $258K and bringing the position to 11,427 shares worth $1.45M. The position accounts for 0.19% of the portfolio, ranked #63.

Rollins Financial Advisors first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Rollins Financial Advisors held 11,427 shares of Duke Energy worth $1.45M as of Q2 2026.
  • Rollins Financial Advisors bought 2,045 Duke Energy shares in Q2 2026, an estimated $258K.
  • Duke Energy made up 0.19% of Rollins Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Rollins Financial Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.