C
DUK icon

Covestor’s Duke Energy DUK Stock Holding History

Covestor’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 		$45K Sell
355
-13
-4% -$1.64K 0.03% 842
2026
Q1 		$48K Sell
368
-118
-24% -$14.8K 0.03% 737
2025
Q4 		$57K Sell
486
-6
-1% -$733 0.03% 862
2025
Q3 		$61K Sell
492
-51
-9% -$6.19K 0.03% 822
2025
Q2 		$65K Buy
543
+9
+2% +$1.06K 0.04% 780
2025
Q1 		$65K Buy
534
+98
+22% +$11.2K 0.04% 726
2024
Q4 		$47K Buy
436
+26
+6% +$2.94K 0.03% 873
2024
Q3 		$47K Buy
410
+97
+31% +$10.8K 0.03% 900
2024
Q2 		$31K Sell
313
-3
-0.9% -$300 0.02% 1036
2024
Q1 		$31K Sell
316
-13
-4% -$1.23K 0.02% 1052
2023
Q4 		$32K Buy
329
+8
+2% +$728 0.02% 1024
2023
Q3 		$28K Sell
321
-18
-5% -$1.65K 0.02% 997
2023
Q2 		$30K Sell
339
-5
-1% -$472 0.02% 984
2023
Q1 		$33K Buy
344
+2
+0.6% +$198 0.03% 861
2022
Q4 		$35K Sell
342
-3
-0.9% -$288 0.03% 865
2022
Q3 		$32K Sell
345
-884
-72% -$94.9K 0.03% 864
2022
Q2 		$132K Sell
1,229
-31
-2% -$3.41K 0.1% 254
2022
Q1 		$141K Buy
1,260
+1,030
+448% +$107K 0.09% 304
2021
Q4 		$24K Buy
+230
New +$23.3K 0.03% 813

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

Covestor's DUK Position: Q2 2026 in Review

Covestor reduced its Duke Energy (DUK) stake by 3.5% in Q2 2026, selling an estimated $1.64K and leaving 355 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #842.

Covestor first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $141K in Q1 2022. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Covestor held 355 shares of Duke Energy worth $45K as of Q2 2026.
  • Covestor sold 13 Duke Energy shares in Q2 2026, an estimated $1.64K.
  • Duke Energy made up 0.03% of Covestor's portfolio in Q2 2026, its #842 holding.
  • Covestor first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Duke Energy position peaked at $141K in Q1 2022.
  • 2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.