3 Factor Indexing’s Duke Energy DUK Stock Holding History

3 Factor Indexing’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	$507	Hold	4	–	–	﹤0.01%	185
2026 Q1	$524	Buy	+4	New	+$500	﹤0.01%	179

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

3 Factor Indexing's DUK Position: Q2 2026 in Review

3 Factor Indexing held its Duke Energy (DUK) position steady in Q2 2026 at 4 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #185.

3 Factor Indexing first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $524 in Q1 2026. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

3 Factor Indexing held 4 shares of Duke Energy worth $507 as of Q2 2026.
3 Factor Indexing left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #185 holding.
3 Factor Indexing first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
3 Factor Indexing's Duke Energy position peaked at $524 in Q1 2026.
2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.