Envestnet Portfolio Solutions’s Duke Energy DUK Stock Holding History

Envestnet Portfolio Solutions’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	$25.7M	Sell	202,714 -7,724	-4%	-$974K	0.12%	110
2026 Q1	$27.6M	Buy	210,438 +62,676	+42%	+$7.84M	0.15%	91
2025 Q4	$17.3M	Buy	147,762 +17,883	+14%	+$2.18M	0.06%	161
2025 Q3	$16.1M	Sell	129,879 -7,231	-5%	-$878K	0.06%	163
2025 Q2	$16.2M	Sell	137,110 -28,748	-17%	-$3.39M	0.06%	155
2025 Q1	$20.2M	Sell	165,858 -26,759	-14%	-$3.05M	0.08%	122
2024 Q4	$20.8M	Buy	192,617 +21,587	+13%	+$2.45M	0.07%	133
2024 Q3	$19.7M	Sell	171,030 -7,972	-4%	-$887K	0.06%	147
2024 Q2	$17.9M	Buy	179,002 +213	+0.1%	+$21.3K	0.06%	151
2024 Q1	$17.3M	Buy	178,789 +245	+0.1%	+$23.2K	0.07%	154
2023 Q4	$17.3M	Buy	178,544 +9,473	+6%	+$862K	0.07%	140
2023 Q3	$14.9M	Buy	+169,071	New	+$15.5M	0.07%	138

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 $3.37T AUM 44.26% 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

Envestnet Portfolio Solutions's DUK Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Duke Energy (DUK) stake by 3.7% in Q2 2026, selling an estimated $974K and leaving 202,714 shares worth $25.7M. The position accounts for 0.12% of the portfolio, ranked #110.

Envestnet Portfolio Solutions first reported a position in DUK in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.6M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Envestnet Portfolio Solutions held 202,714 shares of Duke Energy worth $25.7M as of Q2 2026.
Envestnet Portfolio Solutions sold 7,724 Duke Energy shares in Q2 2026, an estimated $974K.
Duke Energy made up 0.12% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #110 holding.
Envestnet Portfolio Solutions first reported a position in Duke Energy in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Duke Energy position peaked at $27.6M in Q1 2026.
2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.