Elm Partners Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.2M Hold
9,463
0.04% 76
2026
Q1
$1.25M Buy
9,463
+209
+2% +$26.1K 0.05% 66
2025
Q4
$1.08M Buy
9,254
+83
+0.9% +$10.1K 0.05% 68
2025
Q3
$1.13M Buy
9,171
+39
+0.4% +$4.73K 0.06% 68
2025
Q2
$1.08M Buy
+9,132
New +$1.08M 0.06% 55

Other funds holding DUK

Elm Partners Management's DUK Position: Q2 2026 in Review

Elm Partners Management held its Duke Energy (DUK) position steady in Q2 2026 at 9,463 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #76.

Elm Partners Management first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q1 2026. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Elm Partners Management held 9,463 shares of Duke Energy worth $1.2M as of Q2 2026.
  • Elm Partners Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.04% of Elm Partners Management's portfolio in Q2 2026, its #76 holding.
  • Elm Partners Management first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • Elm Partners Management's Duke Energy position peaked at $1.25M in Q1 2026.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.