AFT
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Alpha Family Trust’s Duke Energy DUK Stock Holding History

Alpha Family Trust’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 		– Sell
-1,530
Closed -$200K – 209
2026
Q1 		$200K Buy
+1,530
New +$191K 0.1% 202
2023
Q4 		– Sell
-5,500
Closed -$485K – 148
2023
Q3 		$485K Buy
5,500
+3,050
+124% +$280K 0.37% 55
2023
Q2 		$220K Buy
+2,450
New +$231K 0.15% 115

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

Alpha Family Trust's DUK Position: Q2 2026 in Review

Alpha Family Trust sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,530 shares — an estimated $200K sold.

Alpha Family Trust first reported a position in DUK in Q2 2023 and held it in 3 quarters. The position peaked at $485K in Q3 2023. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Alpha Family Trust reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Alpha Family Trust sold 1,530 Duke Energy shares in Q2 2026, an estimated $200K.
  • Alpha Family Trust first reported a position in Duke Energy in Q2 2023 and held it in 3 quarters.
  • Alpha Family Trust's Duke Energy position peaked at $485K in Q3 2023.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.