FC
DUK icon

Fusion Capital’s Duke Energy DUK Stock Holding History

Fusion Capital’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 		$203K Buy
1,605
+2
+0.1% +$252 0.05% 111
2026
Q1 		$210K Buy
+1,603
New +$200K 0.06% 100
2020
Q3 		– Sell
-2,982
Closed -$238K – 67
2020
Q2 		$238K Buy
2,982
+6
+0.2% +$507 0.23% 54
2020
Q1 		$241K Buy
2,976
+130
+5% +$11.9K 0.29% 45
2019
Q4 		$260K Buy
+2,846
New +$261K 0.23% 51

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

Fusion Capital's DUK Position: Q2 2026 in Review

Fusion Capital increased its Duke Energy (DUK) stake by 0.12% in Q2 2026, buying an estimated $252 and bringing the position to 1,605 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #111.

Fusion Capital first reported a position in DUK in Q4 2019 and has held it in 5 quarters since. The position peaked at $260K in Q4 2019. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Fusion Capital held 1,605 shares of Duke Energy worth $203K as of Q2 2026.
  • Fusion Capital bought 2 Duke Energy shares in Q2 2026, an estimated $252.
  • Duke Energy made up 0.05% of Fusion Capital's portfolio in Q2 2026, its #111 holding.
  • Fusion Capital first reported a position in Duke Energy in Q4 2019 and has held it in 5 quarters since.
  • Fusion Capital's Duke Energy position peaked at $260K in Q4 2019.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fusion Capital's 13F filing for Q2 2026, filed 5 Aug 2026.