American Money Management’s Duke Energy DUK Stock Holding History

American Money 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	$233K	Hold	1,839	–	–	0.03%	158
2026 Q1	$241K	Hold	1,839	–	–	0.04%	147
2025 Q4	$216K	Sell	1,839 -110	-6%	-$13.4K	0.03%	150
2025 Q3	$241K	Buy	1,949 +54	+3%	+$6.55K	0.04%	136
2025 Q2	$224K	Sell	1,895 -661	-26%	-$78K	0.04%	138
2025 Q1	$312K	Hold	2,556	–	–	0.06%	111
2024 Q4	$275K	Sell	2,556 -355	-12%	-$40.2K	0.05%	119
2024 Q3	$336K	Hold	2,911	–	–	0.07%	114
2024 Q2	$292K	Sell	2,911 -34	-1%	-$3.4K	0.06%	118
2024 Q1	$285K	Sell	2,945 -110	-4%	-$10.4K	0.06%	123
2023 Q4	$296K	Hold	3,055	–	–	0.07%	115
2023 Q3	$270K	Hold	3,055	–	–	0.07%	116
2023 Q2	$274K	Sell	3,055 -56	-2%	-$5.29K	0.07%	119
2023 Q1	$300K	Hold	3,111	–	–	0.08%	112
2022 Q4	$320K	Hold	3,111	–	–	0.09%	104
2022 Q3	$289K	Hold	3,111	–	–	0.09%	110
2022 Q2	$334K	Sell	3,111 -445	-13%	-$48.9K	0.1%	102
2022 Q1	$397K	Buy	+3,556	New	+$369K	0.11%	103
2021 Q4	–	Sell	-4,740	Closed	-$463K	–	140
2021 Q3	$463K	Buy	+4,740	New	+$491K	0.13%	101
2021 Q2	–	Sell	-4,740	Closed	-$458K	–	85
2021 Q1	$458K	Buy	+4,740	New	+$433K	0.17%	69
2017 Q1	–	Sell	-4,740	Closed	-$368K	–	71
2016 Q4	$368K	Hold	4,740	–	–	0.3%	59
2016 Q3	$379K	Hold	4,740	–	–	0.3%	59
2016 Q2	$407K	Buy	+4,740	New	+$379K	0.34%	57

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

American Money Management's DUK Position: Q2 2026 in Review

American Money Management held its Duke Energy (DUK) position steady in Q2 2026 at 1,839 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #158.

American Money Management first reported a position in DUK in Q2 2016 and has held it in 23 quarters since. The position peaked at $463K in Q3 2021. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

American Money Management held 1,839 shares of Duke Energy worth $233K as of Q2 2026.
American Money Management left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.03% of American Money Management's portfolio in Q2 2026, its #158 holding.
American Money Management first reported a position in Duke Energy in Q2 2016 and has held it in 23 quarters since.
American Money Management's Duke Energy position peaked at $463K in Q3 2021.
2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.