Virginia Estate & Retirement Planning Advisors’s Duke Energy DUK Stock Holding History

Virginia Estate & Retirement Planning 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	$23.4K	Buy	+185	New	+$23.3K	0.03%	80

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's DUK Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in Duke Energy (DUK) in Q2 2026: 185 shares worth $23.4K. The stake represents 0.03% of the portfolio and ranks #80 among its holdings.

2,458 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 185 shares of Duke Energy worth $23.4K as of Q2 2026.
Duke Energy was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
Duke Energy made up 0.03% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #80 holding.
2,458 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.