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Summit Wealth Group (Colorado)’s Duke Energy DUK Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$329K Buy
2,598
+280
+12% +$35.3K 0.03% 283
2026
Q1 		$304K Buy
+2,318
New +$290K 0.03% 258
2025
Q4 		– Sell
-2,578
Closed -$228K – 362
2025
Q3 		$228K Buy
+2,578
New +$313K 0.02% 433

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 Wealth Group (Colorado)'s DUK Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Duke Energy (DUK) stake by 12% in Q2 2026, buying an estimated $35.3K and bringing the position to 2,598 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #283.

Summit Wealth Group (Colorado) first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,598 shares of Duke Energy worth $329K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 280 Duke Energy shares in Q2 2026, an estimated $35.3K.
  • Duke Energy made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #283 holding.
  • Summit Wealth Group (Colorado) first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.