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Stonebridge Financial Planning Group’s Duke Energy DUK Stock Holding History

Stonebridge Financial Planning 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 		$471K Sell
3,718
-10
-0.3% -$1.26K 0.15% 128
2026
Q1 		$488K Buy
+3,728
New +$466K 0.18% 121
2021
Q2 		– Sell
-66
Closed -$6K – 426
2021
Q1 		$6K Hold
66
– – ﹤0.01% 378
2020
Q4 		$6K Hold
66
– – ﹤0.01% 351
2020
Q3 		$6K Sell
66
-28
-30% -$2.31K ﹤0.01% 341
2020
Q2 		$8K Hold
94
– – 0.01% 328
2020
Q1 		$8K Hold
94
– – 0.01% 320
2019
Q4 		$9K Buy
+94
New +$8.62K 0.01% 297

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 Planning Group's DUK Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Duke Energy (DUK) stake by 0.27% in Q2 2026, selling an estimated $1.26K and leaving 3,718 shares worth $471K. The position accounts for 0.15% of the portfolio, ranked #128.

Stonebridge Financial Planning Group first reported a position in DUK in Q4 2019 and has held it in 8 quarters since. The position peaked at $488K in Q1 2026. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Stonebridge Financial Planning Group held 3,718 shares of Duke Energy worth $471K as of Q2 2026.
  • Stonebridge Financial Planning Group sold 10 Duke Energy shares in Q2 2026, an estimated $1.26K.
  • Duke Energy made up 0.15% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #128 holding.
  • Stonebridge Financial Planning Group first reported a position in Duke Energy in Q4 2019 and has held it in 8 quarters since.
  • Stonebridge Financial Planning Group's Duke Energy position peaked at $488K in Q1 2026.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.