EF
DUK icon

Empowered Funds’s Duke Energy DUK Stock Holding History

Empowered Funds’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 		$6.36M Sell
50,244
-1,276
-2% -$161K 0.03% 597
2026
Q1 		$6.75M Buy
51,520
+8,583
+20% +$1.07M 0.04% 524
2025
Q4 		$5.03M Buy
42,937
+8,415
+24% +$1.03M 0.09% 256
2025
Q3 		$4.27M Buy
34,522
+10,123
+41% +$1.23M 0.04% 542
2025
Q2 		$2.88M Buy
24,399
+1,237
+5% +$146K 0.03% 652
2025
Q1 		$2.83M Buy
23,162
+3,797
+20% +$433K 0.04% 586
2024
Q4 		$2.09M Buy
19,365
+2,764
+17% +$313K 0.03% 720
2024
Q3 		$1.91M Buy
16,601
+1,432
+9% +$159K 0.03% 691
2024
Q2 		$1.52M Buy
15,169
+1,645
+12% +$165K 0.03% 712
2024
Q1 		$1.31M Buy
13,524
+1,420
+12% +$135K 0.02% 759
2023
Q4 		$1.17M Sell
12,104
-180
-1% -$16.4K 0.03% 699
2023
Q3 		$1.08M Sell
12,284
-36
-0.3% -$3.3K 0.03% 639
2023
Q2 		$1.11M Buy
12,320
+8,755
+246% +$826K 0.04% 587
2023
Q1 		$344K Buy
3,565
+1,124
+46% +$111K 0.02% 437
2022
Q4 		$251K Sell
2,441
-5,222
-68% -$501K 0.02% 413
2022
Q3 		$713K Buy
+7,663
New +$823K 0.07% 223

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

Empowered Funds's DUK Position: Q2 2026 in Review

Empowered Funds reduced its Duke Energy (DUK) stake by 2.5% in Q2 2026, selling an estimated $161K and leaving 50,244 shares worth $6.36M. The position accounts for 0.03% of the portfolio, ranked #597.

Empowered Funds first reported a position in DUK in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.75M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Empowered Funds held 50,244 shares of Duke Energy worth $6.36M as of Q2 2026.
  • Empowered Funds sold 1,276 Duke Energy shares in Q2 2026, an estimated $161K.
  • Duke Energy made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #597 holding.
  • Empowered Funds first reported a position in Duke Energy in Q3 2022 and has held it in 16 quarters since.
  • Empowered Funds's Duke Energy position peaked at $6.75M in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.