Croban’s Duke Energy DUK Stock Holding History

Croban’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	$1.12M	Buy	8,887 +368	+4%	+$46.4K	0.5%	53
2026 Q1	$1.12M	Buy	8,519 +577	+7%	+$72.1K	0.52%	51
2025 Q4	$931K	Buy	7,942 +115	+1%	+$14K	0.45%	52
2025 Q3	$969K	Buy	+7,827	New	+$950K	0.65%	51

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 $3.37T AUM 44.26% 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

Croban's DUK Position: Q2 2026 in Review

Croban increased its Duke Energy (DUK) stake by 4.3% in Q2 2026, buying an estimated $46.4K and bringing the position to 8,887 shares worth $1.12M. The position accounts for 0.5% of the portfolio, ranked #53.

Croban first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Croban held 8,887 shares of Duke Energy worth $1.12M as of Q2 2026.
Croban bought 368 Duke Energy shares in Q2 2026, an estimated $46.4K.
Duke Energy made up 0.5% of Croban's portfolio in Q2 2026, its #53 holding.
Croban first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Croban's 13F filing for Q2 2026, filed 3 Aug 2026.