Elo Mutual Pension Insurance’s Duke Energy DUK Stock Holding History

Elo Mutual Pension Insurance’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	$4.82M	Buy	+38,116	New	+$4.81M	0.06%	221
2026 Q1	–	Sell	-30,900	Closed	-$3.62M	–	614
2025 Q4	$3.62M	Sell	30,900 -20,143	-39%	-$2.46M	0.06%	257
2025 Q3	$6.32M	Buy	51,043 +14,200	+39%	+$1.72M	0.1%	164
2025 Q2	$4.35M	Sell	36,843 -2,945	-7%	-$348K	0.09%	183
2025 Q1	$4.85M	Sell	39,788 -30,682	-44%	-$3.5M	0.11%	160
2024 Q4	$7.59M	Buy	+70,470	New	+$7.98M	0.16%	110

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Elo Mutual Pension Insurance's DUK Position: Q2 2026 in Review

Elo Mutual Pension Insurance opened a new position in Duke Energy (DUK) in Q2 2026: 38,116 shares worth $4.82M. The stake represents 0.06% of the portfolio and ranks #221 among its holdings. This is a return to the name: Elo Mutual Pension Insurance previously reported a position in DUK as recently as Q4 2025.

Elo Mutual Pension Insurance first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.59M in Q4 2024. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Elo Mutual Pension Insurance held 38,116 shares of Duke Energy worth $4.82M as of Q2 2026.
Duke Energy was a new Elo Mutual Pension Insurance position in Q2 2026.
Duke Energy made up 0.06% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #221 holding.
Elo Mutual Pension Insurance first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
Elo Mutual Pension Insurance's Duke Energy position peaked at $7.59M in Q4 2024.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.