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Root Financial Partners’s Duke Energy DUK Stock Holding History

Root Financial Partners’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 		– Sell
-1,256
Closed -$164K – 1167
2026
Q1 		$164K Buy
1,256
+624
+99% +$78K 0.01% 383
2025
Q4 		$74.1K Buy
632
+94
+17% +$11.5K ﹤0.01% 576
2025
Q3 		$66.6K Buy
+538
New +$65.3K ﹤0.01% 573

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

Root Financial Partners's DUK Position: Q2 2026 in Review

Root Financial Partners sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,256 shares — an estimated $164K sold.

Root Financial Partners first reported a position in DUK in Q3 2025 and held it in 3 quarters. The position peaked at $164K in Q1 2026. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Root Financial Partners reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,256 Duke Energy shares in Q2 2026, an estimated $164K.
  • Root Financial Partners first reported a position in Duke Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Duke Energy position peaked at $164K in Q1 2026.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.