AIM
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Aigen Investment Management’s Duke Energy DUK Stock Holding History

Aigen Investment Management’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 		$584K Buy
+4,612
New +$582K 0.16% 173
2026
Q1 		– Sell
-2,117
Closed -$248K – 594
2025
Q4 		$248K Sell
2,117
-8,024
-79% -$980K 0.06% 410
2025
Q3 		$1.25M Buy
+10,141
New +$1.23M 0.19% 152
2025
Q1 		– Sell
-11,593
Closed -$1.25M – 818
2024
Q4 		$1.25M Sell
11,593
-7,430
-39% -$842K 0.22% 132
2024
Q3 		$2.19M Buy
19,023
+13,557
+248% +$1.51M 0.43% 39
2024
Q2 		$548K Buy
+5,466
New +$547K 0.11% 277
2023
Q2 		– Sell
-4,514
Closed -$435K – 799
2023
Q1 		$435K Buy
4,514
+1,079
+31% +$107K 0.06% 344
2022
Q4 		$354K Sell
3,435
-23,472
-87% -$2.25M 0.05% 337
2022
Q3 		$2.5M Buy
+26,907
New +$2.89M 0.36% 76
2022
Q1 		– Sell
-7,642
Closed -$787K – 684
2021
Q4 		$787K Buy
+7,642
New +$775K 0.05% 489
2021
Q2 		– Sell
-13,655
Closed -$1.32M – 538
2021
Q1 		$1.32M Sell
13,655
-19,838
-59% -$1.81M 0.17% 143
2020
Q4 		$3.07M Buy
33,493
+6,758
+25% +$625K 0.4% 53
2020
Q3 		$2.37M Buy
26,735
+12,269
+85% +$1.01M 0.3% 86
2020
Q2 		$1.16M Sell
14,466
-87,611
-86% -$7.4M 0.15% 217
2020
Q1 		$8.26M Buy
+102,077
New +$9.38M 1.1% 3

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

Aigen Investment Management's DUK Position: Q2 2026 in Review

Aigen Investment Management opened a new position in Duke Energy (DUK) in Q2 2026: 4,612 shares worth $584K. The stake represents 0.16% of the portfolio and ranks #173 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in DUK as recently as Q4 2025.

Aigen Investment Management first reported a position in DUK in Q1 2020 and has held it in 15 quarters since. The position peaked at $8.26M in Q1 2020. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Aigen Investment Management held 4,612 shares of Duke Energy worth $584K as of Q2 2026.
  • Duke Energy was a new Aigen Investment Management position in Q2 2026.
  • Duke Energy made up 0.16% of Aigen Investment Management's portfolio in Q2 2026, its #173 holding.
  • Aigen Investment Management first reported a position in Duke Energy in Q1 2020 and has held it in 15 quarters since.
  • Aigen Investment Management's Duke Energy position peaked at $8.26M in Q1 2020.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.