ZF
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Zhang Financial’s Duke Energy DUK Stock Holding History

Zhang Financial’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 		$202K Buy
1,592
+1
+0.1% +$126 0.01% 384
2026
Q1 		$208K Buy
+1,591
New +$199K 0.01% 354
2025
Q4 		– Sell
-1,744
Closed -$216K – 345
2025
Q3 		$216K Buy
1,744
+1
+0.1% +$121 0.01% 298
2025
Q2 		$206K Buy
1,743
+1
+0.1% +$118 0.01% 284
2025
Q1 		$212K Sell
1,742
-231
-12% -$26.3K 0.01% 285
2024
Q4 		$213K Buy
+1,973
New +$224K 0.01% 278

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 $3.38T AUM 44.17% 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

Zhang Financial's DUK Position: Q2 2026 in Review

Zhang Financial increased its Duke Energy (DUK) stake by 0.06% in Q2 2026, buying an estimated $126 and bringing the position to 1,592 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #384.

Zhang Financial first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $216K in Q3 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Zhang Financial held 1,592 shares of Duke Energy worth $202K as of Q2 2026.
  • Zhang Financial bought 1 Duke Energy share in Q2 2026, an estimated $126.
  • Duke Energy made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #384 holding.
  • Zhang Financial first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Zhang Financial's Duke Energy position peaked at $216K in Q3 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.