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TS Financial Group (TSFG)’s Duke Energy DUK Stock Holding History

TS Financial Group (TSFG)’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 		$59K Buy
466
+20
+4% +$2.52K 0.01% 345
2026
Q1 		$58K Hold
446
– – 0.01% 330
2025
Q4 		$52K Buy
446
+1
+0.2% +$122 0.01% 333
2025
Q3 		$55K Buy
445
+88
+25% +$10.7K 0.01% 322
2025
Q2 		$42K Hold
357
– – 0.01% 357
2025
Q1 		$44K Buy
357
+279
+358% +$31.8K 0.01% 335
2024
Q4 		$8K Hold
78
– – ﹤0.01% 514
2024
Q3 		$9K Hold
78
– – ﹤0.01% 504
2024
Q2 		$8K Sell
78
-58
-43% -$5.8K ﹤0.01% 512
2024
Q1 		$13K Hold
136
– – ﹤0.01% 442
2023
Q4 		$13K Sell
136
-146
-52% -$13.3K ﹤0.01% 470
2023
Q3 		$25K Buy
282
+1
+0.4% +$92 0.01% 384
2023
Q2 		$25K Buy
281
+2
+0.7% +$189 0.01% 387
2023
Q1 		$27K Buy
279
+1
+0.4% +$99 0.01% 367
2022
Q4 		$29K Buy
278
+2
+0.7% +$192 0.01% 360
2022
Q3 		$26K Buy
276
+1
+0.4% +$107 0.01% 364
2022
Q2 		$30K Buy
275
+1
+0.4% +$110 0.01% 348
2022
Q1 		$31K Buy
274
+1
+0.4% +$104 0.01% 353
2021
Q4 		$29K Buy
273
+80
+41% +$8.11K 0.01% 369
2021
Q3 		$19K Buy
193
+1
+0.5% +$104 0.01% 438
2021
Q2 		$19K Buy
192
+134
+231% +$13.5K 0.01% 441
2021
Q1 		$6K Sell
58
-22
-28% -$2.01K ﹤0.01% 558
2020
Q4 		$7K Buy
80
+20
+33% +$1.85K ﹤0.01% 546
2020
Q3 		$5K Buy
+60
New +$4.95K ﹤0.01% 544

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

TS Financial Group (TSFG)'s DUK Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its Duke Energy (DUK) stake by 4.5% in Q2 2026, buying an estimated $2.52K and bringing the position to 466 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #345.

TS Financial Group (TSFG) first reported a position in DUK in Q3 2020 and has held it in 24 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • TS Financial Group (TSFG) held 466 shares of Duke Energy worth $59K as of Q2 2026.
  • TS Financial Group (TSFG) bought 20 Duke Energy shares in Q2 2026, an estimated $2.52K.
  • Duke Energy made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #345 holding.
  • TS Financial Group (TSFG) first reported a position in Duke Energy in Q3 2020 and has held it in 24 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.