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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
2013
Q4 		– Sell
-40
Closed -$1K – 542
2013
Q3 		$1K Hold
40
– – ﹤0.01% 370
2013
Q2 		$2K Buy
+40
New +$2.83K ﹤0.01% 477

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 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.