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Summit Financial’s Duke Energy DUK Stock Holding History

Summit Financial’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 		$2.94M Buy
23,201
+1,997
+9% +$252K 0.03% 509
2026
Q1 		$2.78M Buy
21,204
+2,746
+15% +$343K 0.04% 484
2025
Q4 		$2.16M Sell
18,458
-5
-0% -$611 0.03% 476
2025
Q3 		$2.28M Buy
18,463
+339
+2% +$41.1K 0.03% 444
2025
Q2 		$2.14M Buy
18,124
+6,056
+50% +$715K 0.05% 280
2025
Q1 		$1.47M Sell
12,068
-4,004
-25% -$456K 0.04% 306
2024
Q4 		$1.73M Buy
16,072
+7,957
+98% +$901K 0.06% 237
2024
Q3 		$936K Buy
8,115
+487
+6% +$54.2K 0.04% 269
2024
Q2 		$765K Buy
7,628
+1,995
+35% +$200K 0.03% 263
2024
Q1 		$545K Sell
5,633
-554
-9% -$52.6K 0.03% 239
2023
Q4 		$600K Buy
6,187
+250
+4% +$22.7K 0.04% 224
2023
Q3 		$524K Sell
5,937
-9
-0.2% -$825 0.04% 230
2023
Q2 		$534K Sell
5,946
-1,325
-18% -$125K 0.04% 220
2023
Q1 		$701K Sell
7,271
-32
-0.4% -$3.16K 0.06% 148
2022
Q4 		$752K Sell
7,303
-2,854
-28% -$274K 0.07% 139
2022
Q3 		$945K Buy
10,157
+1,328
+15% +$143K 0.09% 113
2022
Q2 		$947K Buy
8,829
+3,026
+52% +$333K 0.09% 101
2022
Q1 		$648K Sell
5,803
-115
-2% -$11.9K 0.05% 158
2021
Q4 		$621K Buy
5,918
+66
+1% +$6.69K 0.05% 149
2021
Q3 		$571K Buy
+5,852
New +$606K 0.05% 131

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

Summit Financial's DUK Position: Q2 2026 in Review

Summit Financial increased its Duke Energy (DUK) stake by 9.4% in Q2 2026, buying an estimated $252K and bringing the position to 23,201 shares worth $2.94M. The position accounts for 0.03% of the portfolio, ranked #509.

Summit Financial first reported a position in DUK in Q3 2021 and has held it in 20 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Summit Financial held 23,201 shares of Duke Energy worth $2.94M as of Q2 2026.
  • Summit Financial bought 1,997 Duke Energy shares in Q2 2026, an estimated $252K.
  • Duke Energy made up 0.03% of Summit Financial's portfolio in Q2 2026, its #509 holding.
  • Summit Financial first reported a position in Duke Energy in Q3 2021 and has held it in 20 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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