Code Waechter’s Duke Energy DUK Stock Holding History

Code Waechter’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	$582K	Buy	4,601 +12	+0.3%	+$1.51K	0.3%	64
2026 Q1	$601K	Sell	4,589 -257	-5%	-$32.1K	0.36%	58
2025 Q4	$568K	Buy	4,846 +25	+0.5%	+$3.05K	0.36%	62
2025 Q3	$616K	Buy	4,821 +30	+0.6%	+$3.64K	0.4%	55
2025 Q2	$565K	Buy	4,791 +1,335	+39%	+$158K	0.4%	54
2025 Q1	$422K	Buy	+3,456	New	+$394K	0.35%	64

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

Code Waechter's DUK Position: Q2 2026 in Review

Code Waechter increased its Duke Energy (DUK) stake by 0.26% in Q2 2026, buying an estimated $1.51K and bringing the position to 4,601 shares worth $582K. The position accounts for 0.3% of the portfolio, ranked #64.

Code Waechter first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $616K in Q3 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Code Waechter held 4,601 shares of Duke Energy worth $582K as of Q2 2026.
Code Waechter bought 12 Duke Energy shares in Q2 2026, an estimated $1.51K.
Duke Energy made up 0.3% of Code Waechter's portfolio in Q2 2026, its #64 holding.
Code Waechter first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
Code Waechter's Duke Energy position peaked at $616K in Q3 2025.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.