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Ferguson Shapiro’s Duke Energy DUK Stock Holding History

Ferguson Shapiro’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 		$249K Buy
1,965
+16
+0.8% +$2.02K 0.07% 75
2026
Q1 		$255K Hold
1,949
– – 0.08% 66
2025
Q4 		$228K Hold
1,949
– – 0.07% 71
2025
Q3 		$241K Sell
1,949
-66
-3% -$8.01K 0.08% 61
2025
Q2 		$238K Buy
+2,015
New +$238K 0.08% 60
2020
Q3 		– Sell
-13,191
Closed -$1.07M – 27
2020
Q2 		$1.07M Buy
+13,191
New +$1.11M 0.74% 15

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

Ferguson Shapiro's DUK Position: Q2 2026 in Review

Ferguson Shapiro increased its Duke Energy (DUK) stake by 0.82% in Q2 2026, buying an estimated $2.02K and bringing the position to 1,965 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #75.

Ferguson Shapiro first reported a position in DUK in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.07M in Q2 2020. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Ferguson Shapiro held 1,965 shares of Duke Energy worth $249K as of Q2 2026.
  • Ferguson Shapiro bought 16 Duke Energy shares in Q2 2026, an estimated $2.02K.
  • Duke Energy made up 0.07% of Ferguson Shapiro's portfolio in Q2 2026, its #75 holding.
  • Ferguson Shapiro first reported a position in Duke Energy in Q2 2020 and has held it in 6 quarters since.
  • Ferguson Shapiro's Duke Energy position peaked at $1.07M in Q2 2020.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ferguson Shapiro's 13F filing for Q2 2026, filed 9 Jul 2026.