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E Fund Management’s Duke Energy DUK Stock Holding History

E Fund Management’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 		$368K Sell
2,910
-2,213
-43% -$279K 0.01% 346
2026
Q1 		$671K Buy
+5,123
New +$640K 0.02% 226
2025
Q2 		$231K Sell
1,954
-496
-20% -$58.5K 0.01% 347
2025
Q1 		$299K Buy
2,450
+577
+31% +$65.8K 0.01% 315
2024
Q4 		$202K Buy
+1,873
New +$212K 0.01% 366

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

E Fund Management's DUK Position: Q2 2026 in Review

E Fund Management reduced its Duke Energy (DUK) stake by 43% in Q2 2026, selling an estimated $279K and leaving 2,910 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #346.

E Fund Management first reported a position in DUK in Q4 2024 and has held it in 5 quarters since. The position peaked at $671K in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • E Fund Management held 2,910 shares of Duke Energy worth $368K as of Q2 2026.
  • E Fund Management sold 2,213 Duke Energy shares in Q2 2026, an estimated $279K.
  • Duke Energy made up 0.01% of E Fund Management's portfolio in Q2 2026, its #346 holding.
  • E Fund Management first reported a position in Duke Energy in Q4 2024 and has held it in 5 quarters since.
  • E Fund Management's Duke Energy position peaked at $671K in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.