AC
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AlphaCore Capital’s Duke Energy DUK Stock Holding History

AlphaCore Capital’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 		$2.45M Buy
19,354
+3,906
+25% +$493K 0.05% 279
2026
Q1 		$2.02M Sell
15,448
-4,703
-23% -$588K 0.05% 250
2025
Q4 		$2.36M Buy
20,151
+10,341
+105% +$1.26M 0.05% 239
2025
Q3 		$1.21M Buy
9,810
+3,898
+66% +$473K 0.04% 265
2025
Q2 		$698K Buy
5,912
+1,499
+34% +$177K 0.03% 322
2025
Q1 		$538K Buy
4,413
+657
+17% +$74.9K 0.05% 253
2024
Q4 		$405K Buy
3,756
+10
+0.3% +$1.13K 0.09% 138
2024
Q3 		$432K Sell
3,746
-106
-3% -$11.8K 0.1% 124
2024
Q2 		$386K Buy
3,852
+43
+1% +$4.3K 0.09% 125
2024
Q1 		$368K Buy
3,809
+85
+2% +$8.06K 0.1% 115
2023
Q4 		$361K Sell
3,724
-621
-14% -$56.5K 0.05% 179
2023
Q3 		$384K Buy
4,345
+639
+17% +$58.6K 0.06% 165
2023
Q2 		$333K Buy
+3,706
New +$350K 0.05% 165

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

AlphaCore Capital's DUK Position: Q2 2026 in Review

AlphaCore Capital increased its Duke Energy (DUK) stake by 25% in Q2 2026, buying an estimated $493K and bringing the position to 19,354 shares worth $2.45M. The position accounts for 0.05% of the portfolio, ranked #279.

AlphaCore Capital first reported a position in DUK in Q2 2023 and has held it in 13 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • AlphaCore Capital held 19,354 shares of Duke Energy worth $2.45M as of Q2 2026.
  • AlphaCore Capital bought 3,906 Duke Energy shares in Q2 2026, an estimated $493K.
  • Duke Energy made up 0.05% of AlphaCore Capital's portfolio in Q2 2026, its #279 holding.
  • AlphaCore Capital first reported a position in Duke Energy in Q2 2023 and has held it in 13 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.