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Stonebridge Financial Group (Missouri)’s Duke Energy DUK Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$203K Sell
1,602
-74
-4% -$9.34K 0.13% 166
2026
Q1 		$219K Sell
1,676
-38
-2% -$4.75K 0.19% 143
2025
Q4 		$201K Buy
+1,714
New +$209K 0.17% 157

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

Stonebridge Financial Group (Missouri)'s DUK Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) reduced its Duke Energy (DUK) stake by 4.4% in Q2 2026, selling an estimated $9.34K and leaving 1,602 shares worth $203K. The position accounts for 0.13% of the portfolio, ranked #166.

Stonebridge Financial Group (Missouri) first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $219K in Q1 2026. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 1,602 shares of Duke Energy worth $203K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) sold 74 Duke Energy shares in Q2 2026, an estimated $9.34K.
  • Duke Energy made up 0.13% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #166 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Stonebridge Financial Group (Missouri)'s Duke Energy position peaked at $219K in Q1 2026.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.