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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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.