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SNS Financial Group’s Duke Energy DUK Stock Holding History

SNS 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 		$991K Buy
+7,827
New +$987K 0.02% 299
2021
Q1 		– Sell
-26,470
Closed -$2.42M – 214
2020
Q4 		$2.42M Sell
26,470
-1,679
-6% -$155K 0.35% 47
2020
Q3 		$2.49M Buy
28,149
+1,311
+5% +$108K 0.39% 46
2020
Q2 		$2.14M Sell
26,838
-907
-3% -$76.6K 0.39% 44
2020
Q1 		$2.24M Sell
27,745
-1,013
-4% -$93K 0.43% 46
2019
Q4 		$2.62M Sell
28,758
-977
-3% -$89.6K 0.46% 39
2019
Q3 		$2.85M Sell
29,735
-162
-0.5% -$14.7K 0.54% 35
2019
Q2 		$2.64M Sell
29,897
-1,152
-4% -$102K 0.5% 38
2019
Q1 		$2.79M Sell
31,049
-856
-3% -$75.5K 0.61% 36
2018
Q4 		$2.75M Buy
+31,905
New +$2.72M 0.68% 34
2018
Q1 		– Sell
-2,494
Closed -$210K – 170
2017
Q4 		$210K Sell
2,494
-942
-27% -$82.3K 0.05% 158
2017
Q3 		$288K Hold
3,436
– – 0.07% 136
2017
Q2 		$287K Sell
3,436
-71
-2% -$5.97K 0.08% 134
2017
Q1 		$288K Sell
3,507
-1,665
-32% -$132K 0.07% 140
2016
Q4 		$401K Buy
5,172
+1,398
+37% +$107K 0.12% 114
2016
Q3 		$302K Sell
3,774
-21,900
-85% -$1.81M 0.09% 104
2016
Q2 		$2.2M Buy
25,674
+2,962
+13% +$237K 0.55% 31
2016
Q1 		$1.83M Sell
22,712
-178
-0.8% -$13.5K 0.47% 32
2015
Q4 		$1.63M Buy
22,890
+3,684
+19% +$259K 0.4% 34
2015
Q3 		$1.38M Buy
19,206
+785
+4% +$56.8K 0.38% 44
2015
Q2 		$1.3M Buy
18,421
+3,394
+23% +$256K 0.39% 53
2015
Q1 		$1.15M Buy
15,027
+3,549
+31% +$288K 0.42% 46
2014
Q4 		$959K Buy
11,478
+1,801
+19% +$145K 0.38% 48
2014
Q3 		$724K Buy
9,677
+2,763
+40% +$202K 0.24% 57
2014
Q2 		$513K Buy
6,914
+1,246
+22% +$89.6K 0.21% 68
2014
Q1 		$404K Buy
5,668
+2,504
+79% +$175K 0.18% 63
2013
Q4 		$218K Buy
+3,164
New +$221K 0.1% 116

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

SNS Financial Group's DUK Position: Q2 2026 in Review

SNS Financial Group opened a new position in Duke Energy (DUK) in Q2 2026: 7,827 shares worth $991K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in DUK as recently as Q4 2020.

SNS Financial Group first reported a position in DUK in Q4 2013 and has held it in 27 quarters since. The position peaked at $2.85M in Q3 2019. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • SNS Financial Group held 7,827 shares of Duke Energy worth $991K as of Q2 2026.
  • Duke Energy was a new SNS Financial Group position in Q2 2026.
  • Duke Energy made up 0.02% of SNS Financial Group's portfolio in Q2 2026, its #299 holding.
  • SNS Financial Group first reported a position in Duke Energy in Q4 2013 and has held it in 27 quarters since.
  • SNS Financial Group's Duke Energy position peaked at $2.85M in Q3 2019.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.