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Stiles Financial Services’s Duke Energy DUK Stock Holding History

Stiles Financial Services’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 		$3.35M Sell
26,501
-53
-0.2% -$6.69K 0.84% 39
2026
Q1 		$3.48M Buy
26,554
+1,121
+4% +$140K 1.06% 25
2025
Q4 		$2.98M Buy
25,433
+1,320
+5% +$161K 0.92% 33
2025
Q3 		$2.98M Buy
24,113
+650
+3% +$78.9K 0.94% 29
2025
Q2 		$2.77M Buy
23,463
+797
+4% +$94K 0.96% 33
2025
Q1 		$2.76M Buy
22,666
+74
+0.3% +$8.44K 1.06% 26
2024
Q4 		$2.43M Buy
22,592
+990
+5% +$112K 0.88% 36
2024
Q3 		$2.49M Buy
21,602
+836
+4% +$93K 0.88% 36
2024
Q2 		$2.08M Sell
20,766
-3
-0% -$300 0.8% 41
2024
Q1 		$2.01M Buy
20,769
+716
+4% +$67.9K 0.8% 41
2023
Q4 		$1.95M Buy
20,053
+5,584
+39% +$508K 0.88% 39
2023
Q3 		$1.28M Buy
14,469
+1,323
+10% +$121K 0.66% 52
2023
Q2 		$1.18M Buy
13,146
+1,558
+13% +$147K 0.59% 59
2023
Q1 		$1.12M Buy
11,588
+215
+2% +$21.2K 0.6% 56
2022
Q4 		$1.17M Buy
11,373
+84
+0.7% +$8.06K 0.67% 46
2022
Q3 		$1.05M Buy
11,289
+554
+5% +$59.5K 0.64% 48
2022
Q2 		$1.15M Buy
10,735
+80
+0.8% +$8.8K 0.69% 44
2022
Q1 		$1.19M Buy
10,655
+607
+6% +$63K 0.6% 52
2021
Q4 		$1.05M Buy
+10,048
New +$1.02M 0.51% 59

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

Stiles Financial Services's DUK Position: Q2 2026 in Review

Stiles Financial Services reduced its Duke Energy (DUK) stake by 0.2% in Q2 2026, selling an estimated $6.69K and leaving 26,501 shares worth $3.35M. The position accounts for 0.84% of the portfolio, ranked #39.

Stiles Financial Services first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q1 2026. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Stiles Financial Services held 26,501 shares of Duke Energy worth $3.35M as of Q2 2026.
  • Stiles Financial Services sold 53 Duke Energy shares in Q2 2026, an estimated $6.69K.
  • Duke Energy made up 0.84% of Stiles Financial Services's portfolio in Q2 2026, its #39 holding.
  • Stiles Financial Services first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's Duke Energy position peaked at $3.48M in Q1 2026.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.