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Summit Securities Group’s Duke Energy DUK Stock Holding History

Summit Securities 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
Q1 		$122K Sell
928
-2,728
-75% -$341K 0.02% 267
2025
Q4 		$429K Sell
3,656
-2,785
-43% -$340K 0.06% 215
2025
Q3 		$797K Buy
6,441
+5,918
+1,132% +$718K 0.16% 124
2025
Q2 		$61.7K Buy
+523
New +$61.7K 0.01% 481
2023
Q4 		– Sell
-300
Closed -$26K – 723
2023
Q3 		$26K Sell
300
-1,008
-77% -$92.4K ﹤0.01% 341
2023
Q2 		$117K Sell
1,308
-503
-28% -$47.5K 0.02% 269
2023
Q1 		$175K Sell
1,811
-2,177
-55% -$215K 0.01% 226
2022
Q4 		$411K Sell
3,988
-1,487
-27% -$143K 0.02% 269
2022
Q3 		$509K Buy
5,475
+1,466
+37% +$157K 0.04% 245
2022
Q2 		$430K Buy
4,009
+3,094
+338% +$340K 0.05% 201
2022
Q1 		$102K Buy
+915
New +$95K 0.01% 500
2020
Q4 		– Sell
-2,300
Closed -$204K – 571
2020
Q3 		$204K Buy
+2,300
New +$190K 0.02% 327
2017
Q1 		– Sell
-2,600
Closed -$202K – 314
2016
Q4 		$202K Buy
+2,600
New +$199K 0.04% 255
2016
Q1 		– Sell
-5,202
Closed -$394K – 195
2015
Q4 		$371K Buy
+5,202
New +$366K 0.12% 124
2015
Q3 		– Sell
-500
Closed -$35K – 396
2015
Q2 		$35K Buy
500
+300
+150% +$22.7K 0.02% 263
2015
Q1 		$15K Buy
+200
New +$16.2K 0.01% 256
2014
Q2 		– Sell
-100
Closed -$7.19K – 595
2014
Q1 		$7K Sell
100
-1,370
-93% -$95.5K ﹤0.01% 286
2013
Q4 		$101K Buy
1,470
+170
+13% +$11.9K 0.02% 225
2013
Q3 		$87K Sell
1,300
-20
-2% -$1.36K 0.03% 162
2013
Q2 		$89K Buy
+1,320
New +$93.3K 0.04% 139

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Securities Group's DUK Position: Q1 2026 in Review

Summit Securities Group reduced its Duke Energy (DUK) stake by 75% in Q1 2026, selling an estimated $341K and leaving 928 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #267.

Summit Securities Group first reported a position in DUK in Q2 2013 and has held it in 20 quarters since. The position peaked at $797K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Summit Securities Group held 928 shares of Duke Energy worth $122K as of Q1 2026.
  • Summit Securities Group sold 2,728 Duke Energy shares in Q1 2026, an estimated $341K.
  • Duke Energy made up 0.02% of Summit Securities Group's portfolio in Q1 2026, its #267 holding.
  • Summit Securities Group first reported a position in Duke Energy in Q2 2013 and has held it in 20 quarters since.
  • Summit Securities Group's Duke Energy position peaked at $797K in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.