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Dmitry Balyasny’s Duke Energy DUK Stock Holding History

Dmitry Balyasny’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
Q1 		– Sell
-87,200
Closed -$10.2M – 3031
2025
Q4 		$10.2M Buy
+87,200
New +$10.6M 0.01% 1018
2024
Q3 		– Sell
-130,000
Closed -$13M – 2829
2024
Q2 		$13M Hold
130,000
– – 0.02% 773
2024
Q1 		$12.6M Buy
+130,000
New +$12.3M 0.02% 827

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

Dmitry Balyasny's DUK Position: Q2 2026 in Review

Dmitry Balyasny increased its Duke Energy (DUK) stake by 2,663% in Q2 2026, buying an estimated $39.7M and bringing the position to 326,944 shares worth $41.4M. The position accounts for 0.05% of the portfolio, ranked #424.

Dmitry Balyasny first reported a position in DUK in Q3 2015 and has held it in 31 quarters since. The position peaked at $108M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Dmitry Balyasny held 326,944 shares of Duke Energy worth $41.4M as of Q2 2026.
  • Dmitry Balyasny bought 315,110 Duke Energy shares in Q2 2026, an estimated $39.7M.
  • Duke Energy made up 0.05% of Dmitry Balyasny's portfolio in Q2 2026, its #424 holding.
  • Dmitry Balyasny first reported a position in Duke Energy in Q3 2015 and has held it in 31 quarters since.
  • Dmitry Balyasny's Duke Energy position peaked at $108M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.