F/M Investments’s Duke Energy DUK Stock Holding History

F/M Investments’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	$215K	Sell	1,695 -2	-0.1%	-$252	0.01%	343
2026 Q1	$222K	Sell	1,697 -942	-36%	-$118K	0.01%	319
2025 Q4	$309K	Buy	2,639 +60	+2%	+$7.33K	0.01%	377
2025 Q3	$319K	Sell	2,579 -51	-2%	-$6.19K	0.01%	367
2025 Q2	$310K	Sell	2,630 -13	-0.5%	-$1.53K	0.01%	364
2025 Q1	$322K	Sell	2,643 -881	-25%	-$100K	0.01%	353
2024 Q4	$380K	Sell	3,524 -8,963	-72%	-$1.02M	0.01%	341
2024 Q3	$1.44M	Sell	12,487 -1,381	-10%	-$154K	0.05%	238
2024 Q2	$1.39M	Buy	+13,868	New	+$1.39M	0.05%	239

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 $3.38T AUM 44.17% 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

F/M Investments's DUK Position: Q2 2026 in Review

F/M Investments reduced its Duke Energy (DUK) stake by 0.12% in Q2 2026, selling an estimated $252 and leaving 1,695 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #343.

F/M Investments first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q3 2024. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

F/M Investments held 1,695 shares of Duke Energy worth $215K as of Q2 2026.
F/M Investments sold 2 Duke Energy shares in Q2 2026, an estimated $252.
Duke Energy made up 0.01% of F/M Investments's portfolio in Q2 2026, its #343 holding.
F/M Investments first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
F/M Investments's Duke Energy position peaked at $1.44M in Q3 2024.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.