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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 $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.