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Auxano Advisors’s Duke Energy DUK Stock Holding History

Auxano Advisors’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 		$272K Sell
2,152
-5
-0.2% -$631 0.05% 165
2026
Q1 		$282K Buy
2,157
+8
+0.4% +$1K 0.06% 164
2025
Q4 		$252K Sell
2,149
-3
-0.1% -$366 0.05% 168
2025
Q3 		$266K Buy
2,152
+3
+0.1% +$364 0.06% 145
2025
Q2 		$254K Buy
2,149
+30
+1% +$3.54K 0.06% 143
2025
Q1 		$258K Buy
2,119
+25
+1% +$2.85K 0.07% 137
2024
Q4 		$226K Buy
2,094
+57
+3% +$6.46K 0.06% 153
2024
Q3 		$235K Buy
2,037
+11
+0.5% +$1.22K 0.06% 145
2024
Q2 		$203K Buy
+2,026
New +$203K 0.06% 146
2023
Q1 		– Sell
-2,027
Closed -$209K – 108
2022
Q4 		$209K Buy
+2,027
New +$195K 0.09% 93
2022
Q3 		– Sell
-2,000
Closed -$214K – 97
2022
Q2 		$214K Hold
2,000
– – 0.11% 75
2022
Q1 		$223K Hold
2,000
– – 0.09% 74
2021
Q4 		$210K Buy
+2,000
New +$203K 0.09% 74

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

Auxano Advisors's DUK Position: Q2 2026 in Review

Auxano Advisors reduced its Duke Energy (DUK) stake by 0.23% in Q2 2026, selling an estimated $631 and leaving 2,152 shares worth $272K. The position accounts for 0.05% of the portfolio, ranked #165.

Auxano Advisors first reported a position in DUK in Q4 2021 and has held it in 13 quarters since. The position peaked at $282K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Auxano Advisors held 2,152 shares of Duke Energy worth $272K as of Q2 2026.
  • Auxano Advisors sold 5 Duke Energy shares in Q2 2026, an estimated $631.
  • Duke Energy made up 0.05% of Auxano Advisors's portfolio in Q2 2026, its #165 holding.
  • Auxano Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 13 quarters since.
  • Auxano Advisors's Duke Energy position peaked at $282K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.