Strive Financial Group’s Duke Energy DUK Stock Holding History

Strive 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	$1.27K	Hold	10	–	–	﹤0.01%	686
2026 Q1	$1K	Hold	10	–	–	﹤0.01%	690
2025 Q4	$1.17K	Buy	+10	New	+$1.22K	﹤0.01%	613

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Strive Financial Group held its Duke Energy (DUK) position steady in Q2 2026 at 10 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Strive Financial Group first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Strive Financial Group held 10 shares of Duke Energy worth $1.27K as of Q2 2026.
Strive Financial Group left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #686 holding.
Strive Financial Group first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.