Evergreen Advisors’s Duke Energy DUK Stock Holding History

Evergreen Advisors’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	–	Sell	-272	Closed	-$35.6K	–	71
2026 Q1	$35.6K	Buy	+272	New	+$34K	0.01%	78

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

Evergreen Advisors's DUK Position: Q2 2026 in Review

Evergreen Advisors sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 272 shares — an estimated $35.6K sold.

Evergreen Advisors first reported a position in DUK in Q1 2026 and held it in 1 quarter. The position peaked at $35.6K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Evergreen Advisors reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 272 Duke Energy shares in Q2 2026, an estimated $35.6K.
Evergreen Advisors first reported a position in Duke Energy in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Duke Energy position peaked at $35.6K in Q1 2026.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.