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Second Half Financial Partners’s Duke Energy DUK Stock Holding History

Second Half 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 		$241K Buy
1,901
+102
+6% +$12.9K 0.1% 93
2026
Q1 		$236K Sell
1,799
-110
-6% -$13.8K 0.11% 85
2025
Q4 		$224K Sell
1,909
-5
-0.3% -$611 0.1% 89
2025
Q3 		$237K Sell
1,914
-18
-0.9% -$2.18K 0.1% 86
2025
Q2 		$228K Sell
1,932
-10
-0.5% -$1.18K 0.11% 80
2025
Q1 		$237K Sell
1,942
-30
-2% -$3.42K 0.12% 73
2024
Q4 		$212K Buy
1,972
+118
+6% +$13.4K 0.1% 87
2024
Q3 		$214K Buy
+1,854
New +$206K 0.11% 89
2022
Q3 		– Sell
-36,944
Closed -$3.57M – 44
2022
Q2 		$3.57M Hold
36,944
– – 2.74% 22
2022
Q1 		$3.57M Buy
+36,944
New +$3.84M 2.74% 22

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

Second Half Financial Partners's DUK Position: Q2 2026 in Review

Second Half Financial Partners increased its Duke Energy (DUK) stake by 5.7% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,901 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #93.

Second Half Financial Partners first reported a position in DUK in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.57M in Q2 2022. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Second Half Financial Partners held 1,901 shares of Duke Energy worth $241K as of Q2 2026.
  • Second Half Financial Partners bought 102 Duke Energy shares in Q2 2026, an estimated $12.9K.
  • Duke Energy made up 0.1% of Second Half Financial Partners's portfolio in Q2 2026, its #93 holding.
  • Second Half Financial Partners first reported a position in Duke Energy in Q1 2022 and has held it in 10 quarters since.
  • Second Half Financial Partners's Duke Energy position peaked at $3.57M in Q2 2022.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.