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Waller Financial Planning Group’s Duke Energy DUK Stock Holding History

Waller Financial Planning Group’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
-1,552
Closed -$203K – 79
2026
Q1 		$203K Buy
+1,552
New +$194K 0.04% 73

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Waller Financial Planning Group's DUK Position: Q2 2026 in Review

Waller Financial Planning Group sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,552 shares — an estimated $203K sold.

Waller Financial Planning Group first reported a position in DUK in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Waller Financial Planning Group reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Waller Financial Planning Group sold 1,552 Duke Energy shares in Q2 2026, an estimated $203K.
  • Waller Financial Planning Group first reported a position in Duke Energy in Q1 2026 and held it in 1 quarter.
  • Waller Financial Planning Group's Duke Energy position peaked at $203K in Q1 2026.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.