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Souders Financial Advisors’s Duke Energy DUK Stock Holding History

Souders Financial Advisors’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 		$1.55M Sell
12,253
-226
-2% -$28.5K 0.16% 75
2026
Q1 		$1.63M Buy
12,479
+222
+2% +$27.8K 0.19% 69
2025
Q4 		$1.44M Buy
12,257
+38
+0.3% +$4.64K 0.16% 73
2025
Q3 		$1.51M Buy
12,219
+52
+0.4% +$6.31K 0.18% 67
2025
Q2 		$1.44M Sell
12,167
-276
-2% -$32.6K 0.18% 69
2025
Q1 		$1.52M Buy
12,443
+86
+0.7% +$9.8K 0.21% 68
2024
Q4 		$1.33M Buy
12,357
+2,005
+19% +$227K 0.19% 87
2024
Q3 		$1.19M Buy
10,352
+31
+0.3% +$3.45K 0.17% 92
2024
Q2 		$1.03M Sell
10,321
-2,076
-17% -$208K 0.16% 94
2024
Q1 		$1.2M Sell
12,397
-997
-7% -$94.6K 0.19% 84
2023
Q4 		$1.3M Buy
13,394
+1,949
+17% +$177K 0.22% 80
2023
Q3 		$1.01M Sell
11,445
-1,422
-11% -$130K 0.19% 86
2023
Q2 		$1.15M Buy
12,867
+989
+8% +$93.3K 0.22% 78
2023
Q1 		$1.15M Sell
11,878
-385
-3% -$38K 0.24% 78
2022
Q4 		$1.26M Buy
12,263
+152
+1% +$14.6K 0.29% 75
2022
Q3 		$1.13M Buy
12,111
+108
+0.9% +$11.6K 0.31% 75
2022
Q2 		$1.29M Buy
12,003
+408
+4% +$44.9K 0.37% 66
2022
Q1 		$1.29M Buy
11,595
+309
+3% +$32.1K 0.37% 61
2021
Q4 		$1.18M Buy
11,286
+561
+5% +$56.9K 0.34% 67
2021
Q3 		$1.05M Buy
10,725
+766
+8% +$79.3K 0.34% 68
2021
Q2 		$983K Buy
9,959
+637
+7% +$64K 0.33% 70
2021
Q1 		$900K Buy
9,322
+1,172
+14% +$107K 0.35% 60
2020
Q4 		$746K Buy
8,150
+70
+0.9% +$6.47K 0.33% 60
2020
Q3 		$785K Buy
8,080
+321
+4% +$26.5K 0.37% 56
2020
Q2 		$620K Buy
7,759
+1,040
+15% +$87.9K 0.35% 64
2020
Q1 		$543K Buy
+6,719
New +$617K 0.48% 51

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

Souders Financial Advisors's DUK Position: Q2 2026 in Review

Souders Financial Advisors reduced its Duke Energy (DUK) stake by 1.8% in Q2 2026, selling an estimated $28.5K and leaving 12,253 shares worth $1.55M. The position accounts for 0.16% of the portfolio, ranked #75.

Souders Financial Advisors first reported a position in DUK in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.63M in Q1 2026. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Souders Financial Advisors held 12,253 shares of Duke Energy worth $1.55M as of Q2 2026.
  • Souders Financial Advisors sold 226 Duke Energy shares in Q2 2026, an estimated $28.5K.
  • Duke Energy made up 0.16% of Souders Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Souders Financial Advisors first reported a position in Duke Energy in Q1 2020 and has held it in 26 quarters since.
  • Souders Financial Advisors's Duke Energy position peaked at $1.63M in Q1 2026.
  • 2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.