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71 West Capital Partners’s Duke Energy DUK Stock Holding History

71 West Capital Partners’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 		$751K Buy
5,933
+2,465
+71% +$311K 0.03% 166
2026
Q1 		$454K Buy
3,468
+655
+23% +$81.9K 0.02% 178
2025
Q4 		$330K Buy
+2,813
New +$344K 0.02% 186

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

71 West Capital Partners's DUK Position: Q2 2026 in Review

71 West Capital Partners increased its Duke Energy (DUK) stake by 71% in Q2 2026, buying an estimated $311K and bringing the position to 5,933 shares worth $751K. The position accounts for 0.03% of the portfolio, ranked #166.

71 West Capital Partners first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • 71 West Capital Partners held 5,933 shares of Duke Energy worth $751K as of Q2 2026.
  • 71 West Capital Partners bought 2,465 Duke Energy shares in Q2 2026, an estimated $311K.
  • Duke Energy made up 0.03% of 71 West Capital Partners's portfolio in Q2 2026, its #166 holding.
  • 71 West Capital Partners first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.