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Diversified Enterprises’s Duke Energy DUK Stock Holding History

Diversified Enterprises’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 		$438K Sell
3,462
-348
-9% -$43.9K 0.02% 264
2026
Q1 		$499K Sell
3,810
-256
-6% -$32K 0.03% 240
2025
Q4 		$477K Buy
4,066
+1,649
+68% +$201K 0.03% 220
2025
Q3 		$299K Buy
2,417
+1
+0% +$121 0.02% 237
2025
Q2 		$285K Buy
2,416
+6
+0.2% +$708 0.02% 237
2025
Q1 		$294K Buy
+2,410
New +$275K 0.02% 231

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

Diversified Enterprises's DUK Position: Q2 2026 in Review

Diversified Enterprises reduced its Duke Energy (DUK) stake by 9.1% in Q2 2026, selling an estimated $43.9K and leaving 3,462 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #264.

Diversified Enterprises first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $499K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Diversified Enterprises held 3,462 shares of Duke Energy worth $438K as of Q2 2026.
  • Diversified Enterprises sold 348 Duke Energy shares in Q2 2026, an estimated $43.9K.
  • Duke Energy made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #264 holding.
  • Diversified Enterprises first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • Diversified Enterprises's Duke Energy position peaked at $499K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.