Ally Financial’s Duke Energy DUK Stock Holding History

Ally 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	$3.54M	Buy	+28,000	New	+$3.53M	0.46%	56
2024 Q2	–	Sell	-40,000	Closed	-$3.87M	–	117
2024 Q1	$3.87M	Buy	+40,000	New	+$3.79M	0.52%	50
2022 Q1	–	Sell	-55,000	Closed	-$5.77M	–	129
2021 Q4	$5.77M	Hold	55,000	–	–	0.53%	45
2021 Q3	$5.37M	Hold	55,000	–	–	0.52%	47
2021 Q2	$5.43M	Hold	55,000	–	–	0.54%	55
2021 Q1	$5.31M	Hold	55,000	–	–	0.51%	52
2020 Q4	$5.04M	Sell	55,000 -70,000	-56%	-$6.48M	0.47%	55
2020 Q3	$11.1M	Buy	125,000 +30,000	+32%	+$2.47M	1.78%	11
2020 Q2	$7.59M	Buy	95,000 +40,000	+73%	+$3.38M	1.25%	19
2020 Q1	$4.45M	Sell	55,000 -60,000	-52%	-$5.51M	0.47%	39
2019 Q4	$10.5M	Buy	+115,000	New	+$10.5M	1.72%	14
2018 Q4	–	Sell	-35,000	Closed	-$2.8M	–	132
2018 Q3	$2.8M	Hold	35,000	–	–	0.56%	60
2018 Q2	$2.77M	Buy	35,000 +15,000	+75%	+$1.15M	0.54%	63
2018 Q1	$1.55M	Buy	+20,000	New	+$1.55M	0.23%	95
2017 Q2	–	Sell	-30,000	Closed	-$2.46M	–	112
2017 Q1	$2.46M	Buy	30,000 +5,000	+20%	+$397K	0.55%	69
2016 Q4	$1.94M	Buy	+25,000	New	+$1.91M	0.33%	78
2016 Q1	–	Sell	-100,000	Closed	-$7.14M	–	130
2015 Q4	$7.14M	Hold	100,000	–	–	1%	27
2015 Q3	$7.19M	Hold	100,000	–	–	0.73%	34
2015 Q2	$7.06M	Buy	+100,000	New	+$7.56M	0.72%	38
2014 Q2	–	Sell	-35,000	Closed	-$2.49M	–	129
2014 Q1	$2.49M	Buy	+35,000	New	+$2.44M	0.27%	124
2013 Q4	–	Sell	-75,000	Closed	-$5.01M	–	128
2013 Q3	$5.01M	Hold	75,000	–	–	0.55%	70
2013 Q2	$5.06M	Buy	+75,000	New	+$5.3M	0.5%	77

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

Ally Financial's DUK Position: Q2 2026 in Review

Ally Financial opened a new position in Duke Energy (DUK) in Q2 2026: 28,000 shares worth $3.54M. The stake represents 0.46% of the portfolio and ranks #56 among its holdings. This is a return to the name: Ally Financial previously reported a position in DUK as recently as Q1 2024.

Ally Financial first reported a position in DUK in Q2 2013 and has held it in 22 quarters since. The position peaked at $11.1M in Q3 2020. 2,492 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Ally Financial held 28,000 shares of Duke Energy worth $3.54M as of Q2 2026.
Duke Energy was a new Ally Financial position in Q2 2026.
Duke Energy made up 0.46% of Ally Financial's portfolio in Q2 2026, its #56 holding.
Ally Financial first reported a position in Duke Energy in Q2 2013 and has held it in 22 quarters since.
Ally Financial's Duke Energy position peaked at $11.1M in Q3 2020.
2,492 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ally Financial's 13F filing for Q2 2026, filed 13 Aug 2026.