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Curi RMB Capital’s Duke Energy DUK Stock Holding History

Curi RMB Capital’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 		$1.94M Sell
15,295
-864
-5% -$109K 0.03% 344
2026
Q1 		$2.12M Buy
16,159
+957
+6% +$120K 0.04% 324
2025
Q4 		$1.78M Sell
15,202
-681
-4% -$83.2K 0.03% 359
2025
Q3 		$1.97M Sell
15,883
-1,027
-6% -$125K 0.04% 330
2025
Q2 		$2M Buy
16,910
+533
+3% +$62.9K 0.04% 331
2025
Q1 		$2M Buy
16,377
+971
+6% +$111K 0.05% 269
2024
Q4 		$1.66M Buy
15,406
+716
+5% +$81.1K 0.04% 289
2024
Q3 		$1.69M Sell
14,690
-479
-3% -$53.3K 0.04% 286
2024
Q2 		$1.52M Buy
15,169
+296
+2% +$29.6K 0.04% 297
2024
Q1 		$1.44M Buy
+14,873
New +$1.41M 0.03% 307
2019
Q1 		– Sell
-2,908
Closed -$251K – 818
2018
Q4 		$251K Buy
+2,908
New +$248K 0.01% 778

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

Curi RMB Capital's DUK Position: Q2 2026 in Review

Curi RMB Capital reduced its Duke Energy (DUK) stake by 5.3% in Q2 2026, selling an estimated $109K and leaving 15,295 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #344.

Curi RMB Capital first reported a position in DUK in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.12M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Curi RMB Capital held 15,295 shares of Duke Energy worth $1.94M as of Q2 2026.
  • Curi RMB Capital sold 864 Duke Energy shares in Q2 2026, an estimated $109K.
  • Duke Energy made up 0.03% of Curi RMB Capital's portfolio in Q2 2026, its #344 holding.
  • Curi RMB Capital first reported a position in Duke Energy in Q4 2018 and has held it in 11 quarters since.
  • Curi RMB Capital's Duke Energy position peaked at $2.12M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.