Baker Avenue Asset Management’s Duke Energy DUK Stock Holding History

Baker Avenue Asset 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	$727K	Buy	5,744 +2,094	+57%	+$264K	0.01%	384
2026 Q1	$478K	Buy	3,650 +786	+27%	+$98.3K	0.01%	443
2025 Q4	$336K	Sell	2,864 -1,953	-41%	-$238K	0.01%	476
2025 Q3	$596K	Buy	4,817 +410	+9%	+$49.8K	0.01%	320
2025 Q2	$520K	Buy	4,407 +592	+16%	+$69.9K	0.01%	298
2025 Q1	$465K	Sell	3,815 -524	-12%	-$59.7K	0.01%	306
2024 Q4	$468K	Buy	4,339 +552	+15%	+$62.5K	0.01%	297
2024 Q3	$437K	Buy	3,787 +36	+1%	+$4.01K	0.01%	303
2024 Q2	$376K	Buy	+3,751	New	+$375K	0.01%	293
2023 Q4	–	Sell	-2,695	Closed	-$238K	–	670
2023 Q3	$238K	Buy	2,695 +1,045	+63%	+$95.8K	0.01%	321
2023 Q2	$148K	Sell	1,650 -374	-18%	-$35.3K	0.01%	370
2023 Q1	$195K	Buy	2,024 +1,799	+800%	+$178K	0.01%	345
2022 Q4	$23.2K	Buy	+225	New	+$21.6K	﹤0.01%	596

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 $3.38T AUM 44.17% 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

Baker Avenue Asset Management's DUK Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Duke Energy (DUK) stake by 57% in Q2 2026, buying an estimated $264K and bringing the position to 5,744 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #384.

Baker Avenue Asset Management first reported a position in DUK in Q4 2022 and has held it in 13 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Baker Avenue Asset Management held 5,744 shares of Duke Energy worth $727K as of Q2 2026.
Baker Avenue Asset Management bought 2,094 Duke Energy shares in Q2 2026, an estimated $264K.
Duke Energy made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #384 holding.
Baker Avenue Asset Management first reported a position in Duke Energy in Q4 2022 and has held it in 13 quarters since.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.