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Essential Partners’s Duke Energy DUK Stock Holding History

Essential Partners’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 		$18.9K Hold
149
– – 0.01% 935
2026
Q1 		$19.5K Sell
149
-18
-11% -$2.25K 0.01% 939
2025
Q4 		$19.6K Sell
167
-617
-79% -$75.3K 0.01% 915
2025
Q3 		$97K Buy
784
+86
+12% +$10.4K 0.03% 436
2025
Q2 		$82.4K Buy
+698
New +$82.4K 0.03% 378

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

Essential Partners's DUK Position: Q2 2026 in Review

Essential Partners held its Duke Energy (DUK) position steady in Q2 2026 at 149 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #935.

Essential Partners first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $97K in Q3 2025. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Essential Partners held 149 shares of Duke Energy worth $18.9K as of Q2 2026.
  • Essential Partners left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.01% of Essential Partners's portfolio in Q2 2026, its #935 holding.
  • Essential Partners first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Duke Energy position peaked at $97K in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.