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True Link Financial Advisors’s Duke Energy DUK Stock Holding History

True Link Financial Advisors’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 		– Sell
-780
Closed -$102K – 181
2026
Q1 		$102K Buy
+780
New +$97.5K 0.01% 149
2021
Q4 		– Sell
-28
Closed -$3K – 770
2021
Q3 		$3K Hold
28
– – ﹤0.01% 710
2021
Q2 		$3K Buy
+28
New +$2.81K ﹤0.01% 644

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 $3.38T AUM 44.17% 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

True Link Financial Advisors's DUK Position: Q2 2026 in Review

True Link Financial Advisors sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 780 shares — an estimated $102K sold.

True Link Financial Advisors first reported a position in DUK in Q2 2021 and held it in 3 quarters. The position peaked at $102K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • True Link Financial Advisors reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 780 Duke Energy shares in Q2 2026, an estimated $102K.
  • True Link Financial Advisors first reported a position in Duke Energy in Q2 2021 and held it in 3 quarters.
  • True Link Financial Advisors's Duke Energy position peaked at $102K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.