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
2021 Q4	–	Sell	-35	Closed	-$342K	–	841
2021 Q3	$342K	Sell	35 -55	-61%	-$5.69K	0.03%	498
2021 Q2	$888K	Buy	+90	New	+$9.04K	0.07%	272
2017 Q3	–	Sell	-29	Closed	-$242K	–	229
2017 Q2	$242K	Buy	+29	New	+$2.44K	0.04%	173
2016 Q3	–	Sell	-185	Closed	-$322K	–	189
2016 Q2	$322K	Buy	+185	New	+$14.8K	0.17%	136
2015 Q1	–	Sell	-16	Closed	-$26K	–	444
2014 Q4	$26K	Buy	+16	New	+$1.29K	0.01%	376

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

Summit Securities Group's DUK Position: Q2 2026 in Review

Summit Securities Group increased its Duke Energy (DUK) stake by 60% in Q2 2026, buying an estimated $69.8K and bringing the position to 1,481 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #285.

Summit Securities Group first reported a position in DUK in Q2 2013 and has held it in 21 quarters since. The position peaked at $797K in Q3 2025. 2,488 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Summit Securities Group held 1,481 shares of Duke Energy worth $187K as of Q2 2026.
Summit Securities Group bought 553 Duke Energy shares in Q2 2026, an estimated $69.8K.
Duke Energy made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #285 holding.
Summit Securities Group first reported a position in Duke Energy in Q2 2013 and has held it in 21 quarters since.
Summit Securities Group's Duke Energy position peaked at $797K in Q3 2025.
2,488 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.