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Evoke Wealth’s Duke Energy DUK Stock Holding History

Evoke Wealth’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
-2,843
Closed -$372K – 177
2026
Q1 		$372K Sell
2,843
-461
-14% -$57.6K 0.01% 481
2025
Q4 		$387K Sell
3,304
-1,129
-25% -$138K 0.01% 445
2025
Q3 		$549K Buy
4,433
+1,534
+53% +$186K 0.01% 339
2025
Q2 		$342K Sell
2,899
-232
-7% -$27.4K 0.01% 430
2025
Q1 		$382K Buy
3,131
+581
+23% +$66.2K 0.01% 311
2024
Q4 		$275K Sell
2,550
-70
-3% -$7.93K 0.01% 358
2024
Q3 		$302K Buy
+2,620
New +$292K 0.01% 334
2024
Q2 		– Sell
-2,521
Closed -$244K – 183
2024
Q1 		$244K Buy
+2,521
New +$239K 0.01% 348
2022
Q4 		– Sell
-1,441
Closed -$134K – 587
2022
Q3 		$134K Buy
1,441
+106
+8% +$11.4K 0.01% 375
2022
Q2 		$143K Sell
1,335
-188
-12% -$20.7K 0.01% 366
2022
Q1 		$170K Buy
1,523
+77
+5% +$8K 0.01% 373
2021
Q4 		$152K Buy
1,446
+11
+0.8% +$1.11K ﹤0.01% 395
2021
Q3 		$140K Buy
1,435
+665
+86% +$68.8K 0.01% 383
2021
Q2 		$76K Sell
770
-25
-3% -$2.51K ﹤0.01% 475
2021
Q1 		$77K Buy
795
+335
+73% +$30.6K ﹤0.01% 404
2020
Q4 		$42K Buy
460
+65
+16% +$6.01K ﹤0.01% 393
2020
Q3 		$35K Sell
395
-22
-5% -$1.81K ﹤0.01% 401
2020
Q2 		$33K Buy
417
+52
+14% +$4.39K ﹤0.01% 398
2020
Q1 		$29.5K Sell
365
-1,846
-83% -$170K ﹤0.01% 387
2019
Q4 		$202K Sell
2,211
-1
-0% -$92 0.03% 217
2019
Q3 		$212K Buy
+2,212
New +$201K 0.03% 247

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

Evoke Wealth's DUK Position: Q2 2026 in Review

Evoke Wealth sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 2,843 shares — an estimated $372K sold.

Evoke Wealth first reported a position in DUK in Q3 2019 and held it in 21 quarters. The position peaked at $549K in Q3 2025. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Evoke Wealth reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,843 Duke Energy shares in Q2 2026, an estimated $372K.
  • Evoke Wealth first reported a position in Duke Energy in Q3 2019 and held it in 21 quarters.
  • Evoke Wealth's Duke Energy position peaked at $549K in Q3 2025.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.