EAM
DUK icon

Everstar Asset Management’s Duke Energy DUK Stock Holding History

Everstar Asset Management’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 		$228K Sell
1,805
-86
-5% -$10.8K 0.11% 177
2026
Q1 		$248K Buy
+1,891
New +$236K 0.13% 155
2025
Q3 		– Sell
-2,650
Closed -$313K – 195
2025
Q2 		$313K Sell
2,650
-3,330
-56% -$393K 0.19% 141
2025
Q1 		$729K Buy
5,980
+2,880
+93% +$328K 0.48% 59
2024
Q4 		$334K Buy
3,100
+270
+10% +$30.6K 0.24% 121
2024
Q3 		$326K Buy
+2,830
New +$315K 0.22% 128

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

Everstar Asset Management's DUK Position: Q2 2026 in Review

Everstar Asset Management reduced its Duke Energy (DUK) stake by 4.5% in Q2 2026, selling an estimated $10.8K and leaving 1,805 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #177.

Everstar Asset Management first reported a position in DUK in Q3 2024 and has held it in 6 quarters since. The position peaked at $729K in Q1 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Everstar Asset Management held 1,805 shares of Duke Energy worth $228K as of Q2 2026.
  • Everstar Asset Management sold 86 Duke Energy shares in Q2 2026, an estimated $10.8K.
  • Duke Energy made up 0.11% of Everstar Asset Management's portfolio in Q2 2026, its #177 holding.
  • Everstar Asset Management first reported a position in Duke Energy in Q3 2024 and has held it in 6 quarters since.
  • Everstar Asset Management's Duke Energy position peaked at $729K in Q1 2025.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.