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Analyst IMS Investment Management Services’s Duke Energy DUK Stock Holding History

Analyst IMS Investment Management Services’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
-1,999
Closed -$262K – 158
2026
Q1 		$262K Buy
1,999
+159
+9% +$19.9K 0.01% 132
2025
Q4 		$216K Buy
+1,840
New +$225K 0.01% 124
2025
Q1 		– Sell
-2,367
Closed -$255K – 135
2024
Q4 		$255K Buy
2,367
+441
+23% +$50K 0.01% 124
2024
Q3 		$222K Sell
1,926
-161
-8% -$17.9K 0.01% 132
2024
Q2 		$209K Buy
+2,087
New +$209K 0.01% 127

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

Analyst IMS Investment Management Services's DUK Position: Q2 2026 in Review

Analyst IMS Investment Management Services sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,999 shares — an estimated $262K sold.

Analyst IMS Investment Management Services first reported a position in DUK in Q2 2024 and held it in 5 quarters. The position peaked at $262K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Analyst IMS Investment Management Services reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 1,999 Duke Energy shares in Q2 2026, an estimated $262K.
  • Analyst IMS Investment Management Services first reported a position in Duke Energy in Q2 2024 and held it in 5 quarters.
  • Analyst IMS Investment Management Services's Duke Energy position peaked at $262K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.