WFG
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Wills Financial Group’s Duke Energy DUK Stock Holding History

Wills Financial 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 		$1.27M Buy
10,030
+374
+4% +$47.2K 0.46% 49
2026
Q1 		$1.2M Buy
9,656
+1,113
+13% +$139K 0.45% 43
2025
Q4 		$1M Buy
8,543
+1,388
+19% +$169K 0.38% 47
2025
Q3 		$885K Buy
7,155
+313
+5% +$38K 0.36% 40
2025
Q2 		$807K Buy
6,842
+4
+0.1% +$472 0.35% 40
2025
Q1 		$834K Sell
6,838
-32
-0.5% -$3.65K 0.37% 38
2024
Q4 		$740K Sell
6,870
-38
-0.6% -$4.3K 0.32% 44
2024
Q3 		$796K Buy
6,908
+303
+5% +$33.7K 0.33% 44
2024
Q2 		$662K Buy
6,605
+327
+5% +$32.7K 0.3% 44
2024
Q1 		$607K Sell
6,278
-37
-0.6% -$3.51K 0.29% 46
2023
Q4 		$613K Sell
6,315
-441
-7% -$40.1K 0.31% 43
2023
Q3 		$596K Sell
6,756
-796
-11% -$73K 0.32% 50
2023
Q2 		$678K Buy
7,552
+527
+8% +$49.7K 0.34% 49
2023
Q1 		$678K Buy
7,025
+3
+0% +$296 0.37% 45
2022
Q4 		$723K Sell
7,022
-252
-3% -$24.2K 0.4% 41
2022
Q3 		$677K Buy
7,274
+794
+12% +$85.3K 0.38% 40
2022
Q2 		$695K Buy
6,480
+979
+18% +$108K 0.34% 45
2022
Q1 		$614K Buy
5,501
+371
+7% +$38.5K 0.26% 48
2021
Q4 		$538K Buy
5,130
+2
+0% +$203 0.21% 54
2021
Q3 		$500K Buy
5,128
+512
+11% +$53K 0.22% 51
2021
Q2 		$455K Buy
4,616
+1,303
+39% +$131K 0.2% 52
2021
Q1 		$319K Buy
3,313
+2
+0.1% +$183 0.15% 55
2020
Q4 		$303K Buy
+3,311
New +$306K 0.15% 53

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

Wills Financial Group's DUK Position: Q2 2026 in Review

Wills Financial Group increased its Duke Energy (DUK) stake by 3.9% in Q2 2026, buying an estimated $47.2K and bringing the position to 10,030 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #49.

Wills Financial Group first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wills Financial Group held 10,030 shares of Duke Energy worth $1.27M as of Q2 2026.
  • Wills Financial Group bought 374 Duke Energy shares in Q2 2026, an estimated $47.2K.
  • Duke Energy made up 0.46% of Wills Financial Group's portfolio in Q2 2026, its #49 holding.
  • Wills Financial Group first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.