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DUK icon

AlTi Global’s Duke Energy DUK Stock Holding History

AlTi Global’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 		$333K Buy
2,633
+64
+2% +$8.07K 0.01% 412
2026
Q1 		$336K Buy
2,569
+34
+1% +$4.25K 0.01% 352
2025
Q4 		$297K Sell
2,535
-65
-3% -$7.94K 0.01% 381
2025
Q3 		$322K Buy
2,600
+96
+4% +$11.7K 0.01% 362
2025
Q2 		$296K Buy
2,504
+569
+29% +$67.1K 0.01% 356
2025
Q1 		$236K Sell
1,935
-213
-10% -$24.3K 0.01% 358
2024
Q4 		$232K Buy
2,148
+20
+0.9% +$2.27K 0.01% 383
2024
Q3 		$245K Buy
2,128
+16
+0.8% +$1.78K 0.01% 349
2024
Q2 		$212K Buy
+2,112
New +$211K 0.01% 362

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

AlTi Global's DUK Position: Q2 2026 in Review

AlTi Global increased its Duke Energy (DUK) stake by 2.5% in Q2 2026, buying an estimated $8.07K and bringing the position to 2,633 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #412.

AlTi Global first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $336K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • AlTi Global held 2,633 shares of Duke Energy worth $333K as of Q2 2026.
  • AlTi Global bought 64 Duke Energy shares in Q2 2026, an estimated $8.07K.
  • Duke Energy made up 0.01% of AlTi Global's portfolio in Q2 2026, its #412 holding.
  • AlTi Global first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • AlTi Global's Duke Energy position peaked at $336K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.