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Clean Yield Group’s Duke Energy DUK Stock Holding History

Clean Yield Group’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 		$5.32K Hold
42
– – ﹤0.01% 348
2026
Q1 		$5.5K Hold
42
– – ﹤0.01% 336
2025
Q4 		$4.92K Hold
42
– – ﹤0.01% 349
2025
Q3 		$5.2K Buy
+42
New +$5.1K ﹤0.01% 351
2024
Q1 		– Sell
-100
Closed -$9.7K – 386
2023
Q4 		$9.7K Buy
+100
New +$9.1K ﹤0.01% 314
2021
Q1 		– Sell
-50
Closed -$5K – 211
2020
Q4 		$5K Buy
+50
New +$4.63K ﹤0.01% 390
2019
Q1 		– Sell
-117
Closed -$10K – 322
2018
Q4 		$10K Buy
+117
New +$9.96K ﹤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

Clean Yield Group's DUK Position: Q2 2026 in Review

Clean Yield Group held its Duke Energy (DUK) position steady in Q2 2026 at 42 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Clean Yield Group first reported a position in DUK in Q4 2018 and has held it in 7 quarters since. The position peaked at $10K in Q4 2018. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Clean Yield Group held 42 shares of Duke Energy worth $5.32K as of Q2 2026.
  • Clean Yield Group left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up ﹤0.01% of Clean Yield Group's portfolio in Q2 2026, its #348 holding.
  • Clean Yield Group first reported a position in Duke Energy in Q4 2018 and has held it in 7 quarters since.
  • Clean Yield Group's Duke Energy position peaked at $10K in Q4 2018.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.