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Winthrop Advisory Group’s Duke Energy DUK Stock Holding History

Winthrop Advisory 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 		$331K Buy
2,613
+370
+16% +$46.7K 0.02% 156
2026
Q1 		$294K Sell
2,243
-475
-17% -$59.4K 0.02% 143
2025
Q4 		$318K Buy
2,718
+618
+29% +$75.5K 0.03% 135
2025
Q3 		$260K Sell
2,100
-17
-0.8% -$2.06K 0.02% 152
2025
Q2 		$250K Buy
2,117
+34
+2% +$4.01K 0.02% 151
2025
Q1 		$254K Sell
2,083
-12
-0.6% -$1.37K 0.03% 130
2024
Q4 		$226K Buy
2,095
+9
+0.4% +$1.02K 0.03% 140
2024
Q3 		$241K Buy
+2,086
New +$232K 0.03% 126
2022
Q3 		– Sell
-2,245
Closed -$241K – 124
2022
Q2 		$241K Sell
2,245
-377
-14% -$41.5K 0.06% 102
2022
Q1 		$293K Buy
2,622
+403
+18% +$41.9K 0.06% 101
2021
Q4 		$233K Sell
2,219
-42
-2% -$4.26K 0.05% 126
2021
Q3 		$221K Buy
+2,261
New +$234K 0.05% 125
2021
Q2 		– Sell
-3,295
Closed -$318K – 137
2021
Q1 		$318K Buy
+3,295
New +$301K 0.08% 93

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

Winthrop Advisory Group's DUK Position: Q2 2026 in Review

Winthrop Advisory Group increased its Duke Energy (DUK) stake by 16% in Q2 2026, buying an estimated $46.7K and bringing the position to 2,613 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #156.

Winthrop Advisory Group first reported a position in DUK in Q1 2021 and has held it in 13 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Winthrop Advisory Group held 2,613 shares of Duke Energy worth $331K as of Q2 2026.
  • Winthrop Advisory Group bought 370 Duke Energy shares in Q2 2026, an estimated $46.7K.
  • Duke Energy made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #156 holding.
  • Winthrop Advisory Group first reported a position in Duke Energy in Q1 2021 and has held it in 13 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.