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Denali Advisors’s Duke Energy DUK Stock Holding History

Denali 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 		$593K Buy
4,685
+49
+1% +$6.18K 0.06% 242
2026
Q1 		$607K Buy
4,636
+105
+2% +$13.1K 0.07% 226
2025
Q4 		$531K Buy
4,531
+799
+21% +$97.6K 0.06% 243
2025
Q3 		$462K Buy
+3,732
New +$453K 0.05% 235
2025
Q1 		– Sell
-4,200
Closed -$453K – 288
2024
Q4 		$453K Sell
4,200
-2,900
-41% -$329K 0.05% 246
2024
Q3 		$819K Buy
+7,100
New +$790K 0.09% 198

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

Denali Advisors's DUK Position: Q2 2026 in Review

Denali Advisors increased its Duke Energy (DUK) stake by 1.1% in Q2 2026, buying an estimated $6.18K and bringing the position to 4,685 shares worth $593K. The position accounts for 0.06% of the portfolio, ranked #242.

Denali Advisors first reported a position in DUK in Q3 2024 and has held it in 6 quarters since. The position peaked at $819K in Q3 2024. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Denali Advisors held 4,685 shares of Duke Energy worth $593K as of Q2 2026.
  • Denali Advisors bought 49 Duke Energy shares in Q2 2026, an estimated $6.18K.
  • Duke Energy made up 0.06% of Denali Advisors's portfolio in Q2 2026, its #242 holding.
  • Denali Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 6 quarters since.
  • Denali Advisors's Duke Energy position peaked at $819K in Q3 2024.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.