SAI
DUK icon

Savvy Advisors Inc’s Duke Energy DUK Stock Holding History

Savvy Advisors Inc’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 		$2.12M Buy
16,732
+1,966
+13% +$248K 0.05% 324
2026
Q1 		$1.93M Buy
14,766
+3,060
+26% +$383K 0.05% 277
2025
Q4 		$1.37M Buy
11,706
+4,319
+58% +$527K 0.04% 304
2025
Q3 		$914K Buy
7,387
+1,700
+30% +$206K 0.04% 287
2025
Q2 		$671K Buy
5,687
+1,887
+50% +$223K 0.04% 294
2025
Q1 		$463K Buy
3,800
+402
+12% +$45.8K 0.05% 299
2024
Q4 		$366K Buy
3,398
+1,149
+51% +$130K 0.04% 298
2024
Q3 		$259K Buy
+2,249
New +$250K 0.05% 284

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

Savvy Advisors Inc's DUK Position: Q2 2026 in Review

Savvy Advisors Inc increased its Duke Energy (DUK) stake by 13% in Q2 2026, buying an estimated $248K and bringing the position to 16,732 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #324.

Savvy Advisors Inc first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Savvy Advisors Inc held 16,732 shares of Duke Energy worth $2.12M as of Q2 2026.
  • Savvy Advisors Inc bought 1,966 Duke Energy shares in Q2 2026, an estimated $248K.
  • Duke Energy made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #324 holding.
  • Savvy Advisors Inc first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.