EL
DUK icon

EWA LLC’s Duke Energy DUK Stock Holding History

EWA LLC’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 		$239K Sell
1,885
-31
-2% -$3.91K 0.04% 261
2026
Q1 		$251K Sell
1,916
-186
-9% -$23.3K 0.06% 197
2025
Q4 		$246K Sell
2,102
-101
-5% -$12.3K 0.06% 184
2025
Q3 		$273K Buy
2,203
+82
+4% +$9.95K 0.08% 146
2025
Q2 		$250K Buy
2,121
+255
+14% +$30.1K 0.08% 143
2025
Q1 		$228K Buy
+1,866
New +$213K 0.08% 132

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

EWA LLC's DUK Position: Q2 2026 in Review

EWA LLC reduced its Duke Energy (DUK) stake by 1.6% in Q2 2026, selling an estimated $3.91K and leaving 1,885 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #261.

EWA LLC first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $273K in Q3 2025. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • EWA LLC held 1,885 shares of Duke Energy worth $239K as of Q2 2026.
  • EWA LLC sold 31 Duke Energy shares in Q2 2026, an estimated $3.91K.
  • Duke Energy made up 0.04% of EWA LLC's portfolio in Q2 2026, its #261 holding.
  • EWA LLC first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • EWA LLC's Duke Energy position peaked at $273K in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.