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S Harris Financial Group’s Duke Energy DUK Stock Holding History

S Harris Financial Group’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 		$219K Buy
1,729
+23
+1% +$2.9K 0.17% 106
2026
Q1 		$223K Sell
1,706
-63
-4% -$7.88K 0.2% 92
2025
Q4 		$207K Buy
+1,769
New +$216K 0.2% 83

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

S Harris Financial Group's DUK Position: Q2 2026 in Review

S Harris Financial Group increased its Duke Energy (DUK) stake by 1.3% in Q2 2026, buying an estimated $2.9K and bringing the position to 1,729 shares worth $219K. The position accounts for 0.17% of the portfolio, ranked #106.

S Harris Financial Group first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • S Harris Financial Group held 1,729 shares of Duke Energy worth $219K as of Q2 2026.
  • S Harris Financial Group bought 23 Duke Energy shares in Q2 2026, an estimated $2.9K.
  • Duke Energy made up 0.17% of S Harris Financial Group's portfolio in Q2 2026, its #106 holding.
  • S Harris Financial Group first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's Duke Energy position peaked at $223K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.