FCH
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Freestone Capital Holdings’s Duke Energy DUK Stock Holding History

Freestone Capital Holdings’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 		$683K Sell
5,396
-483
-8% -$60.9K 0.02% 322
2026
Q1 		$770K Buy
5,879
+99
+2% +$12.4K 0.02% 275
2025
Q4 		$677K Buy
5,780
+1,362
+31% +$166K 0.02% 294
2025
Q3 		$547K Buy
4,418
+1,048
+31% +$127K 0.02% 327
2025
Q2 		$398K Sell
3,370
-118
-3% -$13.9K 0.01% 327
2025
Q1 		$425K Buy
3,488
+1,143
+49% +$130K 0.02% 305
2024
Q4 		$253K Buy
2,345
+437
+23% +$49.5K 0.01% 374
2024
Q3 		$220K Buy
+1,908
New +$212K 0.01% 400
2021
Q1 		– Sell
-175
Closed -$16K – 577
2020
Q4 		$16K Hold
175
– – ﹤0.01% 766
2020
Q3 		$15.5K Buy
+175
New +$14.4K ﹤0.01% 681
2013
Q4 		– Sell
-7,974
Closed -$517K – 319
2013
Q3 		$517K Buy
+7,974
New +$544K 0.09% 223

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

Freestone Capital Holdings's DUK Position: Q2 2026 in Review

Freestone Capital Holdings reduced its Duke Energy (DUK) stake by 8.2% in Q2 2026, selling an estimated $60.9K and leaving 5,396 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #322.

Freestone Capital Holdings first reported a position in DUK in Q3 2013 and has held it in 11 quarters since. The position peaked at $770K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Freestone Capital Holdings held 5,396 shares of Duke Energy worth $683K as of Q2 2026.
  • Freestone Capital Holdings sold 483 Duke Energy shares in Q2 2026, an estimated $60.9K.
  • Duke Energy made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #322 holding.
  • Freestone Capital Holdings first reported a position in Duke Energy in Q3 2013 and has held it in 11 quarters since.
  • Freestone Capital Holdings's Duke Energy position peaked at $770K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.