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GLOBALT Investments’s Duke Energy DUK Stock Holding History

GLOBALT Investments’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 		$7.82M Sell
61,775
-1,249
-2% -$158K 0.26% 46
2026
Q1 		$8.25M Sell
63,024
-2,471
-4% -$309K 0.29% 44
2025
Q4 		$7.68M Buy
65,495
+8,124
+14% +$992K 0.28% 50
2025
Q3 		$7.1M Sell
57,371
-835
-1% -$101K 0.26% 53
2025
Q2 		$6.87M Sell
58,206
-3,051
-5% -$360K 0.26% 53
2025
Q1 		$7.47M Buy
61,257
+435
+0.7% +$49.6K 0.31% 46
2024
Q4 		$6.55M Sell
60,822
-818
-1% -$92.7K 0.25% 51
2024
Q3 		$7.11M Sell
61,640
-2,084
-3% -$232K 0.27% 50
2024
Q2 		$6.39M Sell
63,724
-858
-1% -$85.8K 0.26% 57
2024
Q1 		$6.25M Sell
64,582
-861
-1% -$81.7K 0.25% 57
2023
Q4 		$6.35M Buy
+65,443
New +$5.95M 0.26% 54

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

GLOBALT Investments's DUK Position: Q2 2026 in Review

GLOBALT Investments reduced its Duke Energy (DUK) stake by 2% in Q2 2026, selling an estimated $158K and leaving 61,775 shares worth $7.82M. The position accounts for 0.26% of the portfolio, ranked #46.

GLOBALT Investments first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.25M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • GLOBALT Investments held 61,775 shares of Duke Energy worth $7.82M as of Q2 2026.
  • GLOBALT Investments sold 1,249 Duke Energy shares in Q2 2026, an estimated $158K.
  • Duke Energy made up 0.26% of GLOBALT Investments's portfolio in Q2 2026, its #46 holding.
  • GLOBALT Investments first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Duke Energy position peaked at $8.25M in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.