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Stonebridge Financial Group, LLC/CA’s Duke Energy DUK Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$384K Buy
+3,036
New +$383K 0.05% 203

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's DUK Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Duke Energy (DUK) in Q2 2026: 3,036 shares worth $384K. The stake represents 0.05% of the portfolio and ranks #203 among its holdings.

2,135 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 3,036 shares of Duke Energy worth $384K as of Q2 2026.
  • Duke Energy was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Duke Energy made up 0.05% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #203 holding.
  • 2,135 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.