Burk Holdings’s Duke Energy DUK Stock Holding History

Burk Holdings’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	$10.9K	Hold	86	–	–	﹤0.01%	264
2026 Q1	$11.3K	Buy	+86	New	+$10.8K	﹤0.01%	255

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

Burk Holdings's DUK Position: Q2 2026 in Review

Burk Holdings held its Duke Energy (DUK) position steady in Q2 2026 at 86 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Burk Holdings first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.3K in Q1 2026. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Burk Holdings held 86 shares of Duke Energy worth $10.9K as of Q2 2026.
Burk Holdings left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #264 holding.
Burk Holdings first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Duke Energy position peaked at $11.3K in Q1 2026.
2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.