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Americana Partners’s Duke Energy DUK Stock Holding History

Americana Partners’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 		$218K Buy
1,724
+154
+10% +$19.4K ﹤0.01% 564
2026
Q1 		$206K Sell
1,570
-170
-10% -$21.3K 0.01% 492
2025
Q4 		$204K Sell
1,740
-2,077
-54% -$254K 0.01% 457
2025
Q3 		$472K Sell
3,817
-334
-8% -$40.5K 0.01% 320
2025
Q2 		$490K Sell
4,151
-501
-11% -$59.1K 0.02% 308
2025
Q1 		$567K Sell
4,652
-155
-3% -$17.7K 0.02% 258
2024
Q4 		$518K Buy
4,807
+135
+3% +$15.3K 0.02% 271
2024
Q3 		$539K Buy
4,672
+787
+20% +$87.6K 0.04% 236
2024
Q2 		$389K Buy
3,885
+3
+0.1% +$300 0.03% 256
2024
Q1 		$375K Buy
3,882
+1,703
+78% +$162K 0.03% 259
2023
Q4 		$211K Sell
2,179
-1,121
-34% -$102K 0.02% 300
2023
Q3 		$291K Sell
3,300
-4,929
-60% -$452K 0.03% 241
2023
Q2 		$738K Buy
8,229
+2,183
+36% +$206K 0.1% 161
2023
Q1 		$583K Buy
6,046
+150
+3% +$14.8K 0.09% 169
2022
Q4 		$900K Sell
5,896
-5,396
-48% -$518K 0.16% 127
2022
Q3 		$1.04M Buy
11,292
+14
+0.1% +$1.5K 0.19% 112
2022
Q2 		$1.17M Buy
11,278
+7,317
+185% +$805K 0.21% 102
2022
Q1 		$419K Sell
3,961
-731
-16% -$75.9K 0.13% 146
2021
Q4 		$492K Buy
+4,692
New +$476K 0.09% 167
2020
Q1 		– Sell
-79
Closed -$7K – 211
2019
Q4 		$7K Buy
+79
New +$7.24K ﹤0.01% 458

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

Americana Partners's DUK Position: Q2 2026 in Review

Americana Partners increased its Duke Energy (DUK) stake by 9.8% in Q2 2026, buying an estimated $19.4K and bringing the position to 1,724 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Americana Partners first reported a position in DUK in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.17M in Q2 2022. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Americana Partners held 1,724 shares of Duke Energy worth $218K as of Q2 2026.
  • Americana Partners bought 154 Duke Energy shares in Q2 2026, an estimated $19.4K.
  • Duke Energy made up ﹤0.01% of Americana Partners's portfolio in Q2 2026, its #564 holding.
  • Americana Partners first reported a position in Duke Energy in Q4 2019 and has held it in 20 quarters since.
  • Americana Partners's Duke Energy position peaked at $1.17M in Q2 2022.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.