Fjarde Ap-fonden’s Duke Energy DUK Stock Holding History

Fjarde Ap-fonden’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	-83,650	Closed	-$11M	–	528
2026 Q1	$11M	Buy	+83,650	New	+$10.5M	0.06%	270
2018 Q2	–	Sell	-121,766	Closed	-$9.43M	–	618
2018 Q1	$9.43M	Sell	121,766 -7,160	-6%	-$553K	0.14%	163
2017 Q4	$10.8M	Sell	128,926 -8,567	-6%	-$748K	0.16%	136
2017 Q3	$11.5M	Sell	137,493 -16,281	-11%	-$1.39M	0.22%	101
2017 Q2	$12.9M	Buy	153,774 +43,710	+40%	+$3.67M	0.26%	83
2017 Q1	$9.03M	Sell	110,064 -11,436	-9%	-$909K	0.22%	107
2016 Q4	$9.43M	Sell	121,500 -15,557	-11%	-$1.19M	0.22%	106
2016 Q3	$11M	Buy	137,057 +4,272	+3%	+$354K	0.24%	87
2016 Q2	$11.4M	Sell	132,785 -18,549	-12%	-$1.48M	0.26%	82
2016 Q1	$12.2M	Buy	151,334 +18,821	+14%	+$1.42M	0.28%	79
2015 Q4	$9.46M	Sell	132,513 -3,474	-3%	-$244K	0.25%	87
2015 Q3	$9.78M	Sell	135,987 -14,057	-9%	-$1.02M	0.27%	79
2015 Q2	$10.6M	Sell	150,044 -6,670	-4%	-$504K	0.26%	87
2015 Q1	$12M	Sell	156,714 -11,608	-7%	-$942K	0.28%	81
2014 Q4	$14.1M	Sell	168,322 -11,137	-6%	-$898K	0.3%	78
2014 Q3	$13.4M	Sell	179,459 -13,394	-7%	-$977K	0.29%	82
2014 Q2	$14.3M	Sell	192,853 -10,524	-5%	-$757K	0.28%	79
2014 Q1	$14.5M	Buy	203,377 +8,751	+4%	+$610K	0.29%	81
2013 Q4	$13.4M	Sell	194,626 -12,027	-6%	-$842K	0.28%	79
2013 Q3	$13.8M	Sell	206,653 -15,917	-7%	-$1.09M	0.3%	76
2013 Q2	$15M	Buy	+222,570	New	+$15.7M	0.31%	74

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 $3.37T AUM 44.26% 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

Fjarde Ap-fonden's DUK Position: Q2 2026 in Review

Fjarde Ap-fonden sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 83,650 shares — an estimated $11M sold.

Fjarde Ap-fonden first reported a position in DUK in Q2 2013 and held it in 21 quarters. The position peaked at $15M in Q2 2013. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Fjarde Ap-fonden reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
Fjarde Ap-fonden sold 83,650 Duke Energy shares in Q2 2026, an estimated $11M.
Fjarde Ap-fonden first reported a position in Duke Energy in Q2 2013 and held it in 21 quarters.
Fjarde Ap-fonden's Duke Energy position peaked at $15M in Q2 2013.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fjarde Ap-fonden's 13F filing for Q2 2026, filed 29 Jul 2026.