Bluefin Capital Management’s Duke Energy DUK Stock Holding History

Bluefin Capital 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	$291K	Buy	+2,300	New	+$290K	0.07%	77
2020 Q1	–	Sell	-19,316	Closed	-$1.77M	–	485
2019 Q4	$1.76M	Buy	+19,316	New	+$1.77M	0.12%	168
2017 Q2	–	Sell	-5,500	Closed	-$451K	–	522
2017 Q1	$451K	Buy	+5,500	New	+$437K	0.06%	208
2016 Q3	–	Sell	-20,940	Closed	-$1.8M	–	476
2016 Q2	$1.8M	Buy	+20,940	New	+$1.67M	0.18%	90
2015 Q1	–	Sell	-2,400	Closed	-$200K	–	473
2014 Q4	$200K	Buy	+2,400	New	+$194K	0.01%	518

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

Bluefin Capital Management's DUK Position: Q2 2026 in Review

Bluefin Capital Management opened a new position in Duke Energy (DUK) in Q2 2026: 2,300 shares worth $291K. The stake represents 0.07% of the portfolio and ranks #77 among its holdings. This is a return to the name: Bluefin Capital Management previously reported a position in DUK as recently as Q4 2019.

Bluefin Capital Management first reported a position in DUK in Q4 2014 and has held it in 5 quarters since. The position peaked at $1.8M in Q2 2016. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Bluefin Capital Management held 2,300 shares of Duke Energy worth $291K as of Q2 2026.
Duke Energy was a new Bluefin Capital Management position in Q2 2026.
Duke Energy made up 0.07% of Bluefin Capital Management's portfolio in Q2 2026, its #77 holding.
Bluefin Capital Management first reported a position in Duke Energy in Q4 2014 and has held it in 5 quarters since.
Bluefin Capital Management's Duke Energy position peaked at $1.8M in Q2 2016.
2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bluefin Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.