EW
DUK icon

Elyxium Wealth’s Duke Energy DUK Stock Holding History

Elyxium Wealth’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 		$1.42M Buy
+11,204
New +$1.41M 0.15% 106
2026
Q1 		– Sell
-1,561
Closed -$183K – 453
2025
Q4 		$183K Sell
1,561
-274
-15% -$33.5K 0.05% 187
2025
Q3 		$227K Sell
1,835
-445
-20% -$54K 0.08% 157
2025
Q2 		$269K Buy
+2,280
New +$269K 0.1% 141

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 $3.38T AUM 44.17% 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

Elyxium Wealth's DUK Position: Q2 2026 in Review

Elyxium Wealth opened a new position in Duke Energy (DUK) in Q2 2026: 11,204 shares worth $1.42M. The stake represents 0.15% of the portfolio and ranks #106 among its holdings. This is a return to the name: Elyxium Wealth previously reported a position in DUK as recently as Q4 2025.

Elyxium Wealth first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Elyxium Wealth held 11,204 shares of Duke Energy worth $1.42M as of Q2 2026.
  • Duke Energy was a new Elyxium Wealth position in Q2 2026.
  • Duke Energy made up 0.15% of Elyxium Wealth's portfolio in Q2 2026, its #106 holding.
  • Elyxium Wealth first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.