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Concurrent Investment Advisors’s Duke Energy DUK Stock Holding History

Concurrent 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 		$14.4M Buy
113,610
+44,694
+65% +$5.64M 0.12% 182
2026
Q1 		$9.02M Buy
68,916
+6,215
+10% +$777K 0.1% 230
2025
Q4 		$7.35M Buy
62,701
+11,742
+23% +$1.43M 0.08% 251
2025
Q3 		$6.31M Sell
50,959
-127
-0.2% -$15.4K 0.11% 201
2025
Q2 		$6.03M Buy
51,086
+5,753
+13% +$679K 0.12% 187
2025
Q1 		$5.53M Buy
45,333
+2,905
+7% +$331K 0.13% 166
2024
Q4 		$4.57M Sell
42,428
-35
-0.1% -$3.96K 0.12% 170
2024
Q3 		$4.9M Buy
42,463
+2,643
+7% +$294K 0.14% 148
2024
Q2 		$3.99M Buy
39,820
+14,722
+59% +$1.47M 0.13% 161
2024
Q1 		$2.43M Sell
25,098
-2,340
-9% -$222K 0.1% 211
2023
Q4 		$2.66M Buy
+27,438
New +$2.5M 0.13% 178

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 $3.38T AUM 44.17% 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

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

Concurrent Investment Advisors increased its Duke Energy (DUK) stake by 65% in Q2 2026, buying an estimated $5.64M and bringing the position to 113,610 shares worth $14.4M. The position accounts for 0.12% of the portfolio, ranked #182.

Concurrent Investment Advisors first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Concurrent Investment Advisors held 113,610 shares of Duke Energy worth $14.4M as of Q2 2026.
  • Concurrent Investment Advisors bought 44,694 Duke Energy shares in Q2 2026, an estimated $5.64M.
  • Duke Energy made up 0.12% of Concurrent Investment Advisors's portfolio in Q2 2026, its #182 holding.
  • Concurrent Investment Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.