FPL
DUK icon

Fortress Private Ledger’s Duke Energy DUK Stock Holding History

Fortress Private Ledger’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 		$1.37M Buy
10,831
+53
+0.5% +$6.69K 0.37% 68
2026
Q1 		$1.41M Buy
10,778
+158
+1% +$19.8K 0.44% 52
2025
Q4 		$1.24M Buy
10,620
+432
+4% +$52.8K 0.41% 56
2025
Q3 		$1.26M Buy
10,188
+612
+6% +$74.3K 0.46% 47
2025
Q2 		$1.13M Buy
9,576
+16
+0.2% +$1.89K 0.51% 42
2025
Q1 		$1.17M Sell
9,560
-459
-5% -$52.3K 0.65% 36
2024
Q4 		$1.08M Buy
+10,019
New +$1.14M 0.66% 38

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

Fortress Private Ledger's DUK Position: Q2 2026 in Review

Fortress Private Ledger increased its Duke Energy (DUK) stake by 0.49% in Q2 2026, buying an estimated $6.69K and bringing the position to 10,831 shares worth $1.37M. The position accounts for 0.37% of the portfolio, ranked #68.

Fortress Private Ledger first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q1 2026. 2,489 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Fortress Private Ledger held 10,831 shares of Duke Energy worth $1.37M as of Q2 2026.
  • Fortress Private Ledger bought 53 Duke Energy shares in Q2 2026, an estimated $6.69K.
  • Duke Energy made up 0.37% of Fortress Private Ledger's portfolio in Q2 2026, its #68 holding.
  • Fortress Private Ledger first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Fortress Private Ledger's Duke Energy position peaked at $1.41M in Q1 2026.
  • 2,489 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.