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Symphony Financial’s Duke Energy DUK Stock Holding History

Symphony Financial’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 		$2.36M Buy
18,393
+1,970
+12% +$249K 0.26% 81
2026
Q1 		$2.13M Buy
16,423
+614
+4% +$76.8K 0.28% 76
2025
Q4 		$1.86M Buy
15,809
+72
+0.5% +$8.79K 0.25% 81
2025
Q3 		$1.94M Buy
15,737
+792
+5% +$96.1K 0.24% 88
2025
Q2 		$1.77M Buy
+14,945
New +$1.76M 0.23% 88
2025
Q1 		– Sell
-14,672
Closed -$1.62M – 129
2024
Q4 		$1.62M Sell
14,672
-2,231
-13% -$253K 0.26% 78
2024
Q3 		$1.96M Sell
16,903
-841
-5% -$93.6K 0.32% 69
2024
Q2 		$1.78M Sell
17,744
-443
-2% -$44.3K 0.33% 68
2024
Q1 		$1.76M Sell
18,187
-1,348
-7% -$128K 0.41% 63
2023
Q4 		$1.91M Sell
19,535
-2,163
-10% -$197K 0.41% 61
2023
Q3 		$1.86M Buy
21,698
+358
+2% +$32.8K 0.45% 42
2023
Q2 		$1.9M Buy
21,340
+1,224
+6% +$116K 0.47% 52
2023
Q1 		$1.93M Sell
20,116
-1,140
-5% -$113K 0.5% 47
2022
Q4 		$2.23M Sell
21,256
-1,898
-8% -$182K 0.59% 40
2022
Q3 		$2.2M Buy
23,154
+103
+0.4% +$11.1K 0.72% 35
2022
Q2 		$2.44M Buy
23,051
+37
+0.2% +$4.07K 0.72% 31
2022
Q1 		$2.64M Buy
23,014
+3,679
+19% +$382K 0.62% 33
2021
Q4 		$2M Buy
19,335
+1,615
+9% +$164K 0.56% 40
2021
Q3 		$1.74M Sell
17,720
-3,367
-16% -$349K 0.61% 39
2021
Q2 		$2.08M Buy
21,087
+6,510
+45% +$654K 0.71% 33
2021
Q1 		$1.42M Buy
14,577
+3,840
+36% +$350K 0.38% 49
2020
Q4 		$963K Sell
10,737
-840
-7% -$77.7K 0.35% 53
2020
Q3 		$1.02M Buy
11,577
+2,990
+35% +$246K 0.42% 42
2020
Q2 		$686K Buy
8,587
+2,488
+41% +$210K 0.33% 53
2020
Q1 		$509K Buy
+6,099
New +$560K 0.35% 49

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

Symphony Financial's DUK Position: Q2 2026 in Review

Symphony Financial increased its Duke Energy (DUK) stake by 12% in Q2 2026, buying an estimated $249K and bringing the position to 18,393 shares worth $2.36M. The position accounts for 0.26% of the portfolio, ranked #81.

Symphony Financial first reported a position in DUK in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.64M in Q1 2022. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Symphony Financial held 18,393 shares of Duke Energy worth $2.36M as of Q2 2026.
  • Symphony Financial bought 1,970 Duke Energy shares in Q2 2026, an estimated $249K.
  • Duke Energy made up 0.26% of Symphony Financial's portfolio in Q2 2026, its #81 holding.
  • Symphony Financial first reported a position in Duke Energy in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's Duke Energy position peaked at $2.64M in Q1 2022.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.