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Choate Investment Advisors’s Duke Energy DUK Stock Holding History

Choate Investment 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 		$334K Sell
2,638
-127
-5% -$16K 0.01% 382
2026
Q1 		$362K Sell
2,765
-99
-3% -$12.4K 0.01% 350
2025
Q4 		$336K Sell
2,864
-312
-10% -$38.1K 0.01% 361
2025
Q3 		$393K Sell
3,176
-1,138
-26% -$138K 0.01% 318
2025
Q2 		$509K Hold
4,314
– – 0.01% 268
2025
Q1 		$526K Sell
4,314
-674
-14% -$76.8K 0.01% 250
2024
Q4 		$537K Buy
+4,988
New +$565K 0.01% 261

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 $3.37T AUM 44.26% 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

Choate Investment Advisors's DUK Position: Q2 2026 in Review

Choate Investment Advisors reduced its Duke Energy (DUK) stake by 4.6% in Q2 2026, selling an estimated $16K and leaving 2,638 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #382.

Choate Investment Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $537K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Choate Investment Advisors held 2,638 shares of Duke Energy worth $334K as of Q2 2026.
  • Choate Investment Advisors sold 127 Duke Energy shares in Q2 2026, an estimated $16K.
  • Duke Energy made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #382 holding.
  • Choate Investment Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Choate Investment Advisors's Duke Energy position peaked at $537K in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.