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TFC Financial Management’s Duke Energy DUK Stock Holding History

TFC Financial Management’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 		$34K Sell
268
-85
-24% -$10.7K ﹤0.01% 328
2026
Q1 		$46.2K Hold
353
– – 0.01% 281
2025
Q4 		$41.4K Sell
353
-300
-46% -$36.6K 0.01% 290
2025
Q3 		$80.8K Buy
653
+300
+85% +$36.4K 0.01% 222
2025
Q2 		$41.6K Hold
353
– – 0.01% 276
2025
Q1 		$43K Hold
353
– – 0.01% 269
2024
Q4 		$38K Hold
353
– – 0.01% 267
2024
Q3 		$40.7K Hold
353
– – 0.01% 271
2024
Q2 		$35.4K Hold
353
– – 0.01% 265
2024
Q1 		$34.1K Buy
353
+4
+1% +$379 0.01% 263
2023
Q4 		$33.9K Buy
349
+26
+8% +$2.37K 0.01% 253
2023
Q3 		$28.5K Sell
323
-33
-9% -$3.02K 0.01% 257
2023
Q2 		$31.9K Sell
356
-246
-41% -$23.2K 0.01% 250
2023
Q1 		$58.1K Buy
602
+25
+4% +$2.47K 0.02% 218
2022
Q4 		$59.5K Sell
577
-19
-3% -$1.82K 0.02% 192
2022
Q3 		$55K Hold
596
– – 0.02% 193
2022
Q2 		$64K Sell
596
-18
-3% -$1.98K 0.02% 185
2022
Q1 		$69K Sell
614
-90
-13% -$9.35K 0.02% 184
2021
Q4 		$74K Sell
704
-108
-13% -$10.9K 0.02% 189
2021
Q3 		$79K Buy
812
+108
+15% +$11.2K 0.03% 181
2021
Q2 		$69K Buy
704
+37
+6% +$3.72K 0.02% 173
2021
Q1 		$64K Hold
667
– – 0.03% 174
2020
Q4 		$61K Hold
667
– – 0.03% 175
2020
Q3 		$59K Buy
+667
New +$55K 0.03% 166

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

TFC Financial Management's DUK Position: Q2 2026 in Review

TFC Financial Management reduced its Duke Energy (DUK) stake by 24% in Q2 2026, selling an estimated $10.7K and leaving 268 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

TFC Financial Management first reported a position in DUK in Q3 2020 and has held it in 24 quarters since. The position peaked at $80.8K in Q3 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • TFC Financial Management held 268 shares of Duke Energy worth $34K as of Q2 2026.
  • TFC Financial Management sold 85 Duke Energy shares in Q2 2026, an estimated $10.7K.
  • Duke Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #328 holding.
  • TFC Financial Management first reported a position in Duke Energy in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Duke Energy position peaked at $80.8K in Q3 2025.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.