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Goepper Burkhardt’s Duke Energy DUK Stock Holding History

Goepper Burkhardt’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 		$738K Hold
5,832
– – 0.22% 51
2026
Q1 		$764K Sell
5,832
-620
-10% -$77.5K 0.26% 46
2025
Q4 		$756K Buy
6,452
+200
+3% +$24.4K 0.25% 49
2025
Q3 		$774K Hold
6,252
– – 0.26% 47
2025
Q2 		$738K Buy
6,252
+2,618
+72% +$309K 0.27% 44
2025
Q1 		$443K Sell
3,634
-20
-0.5% -$2.28K 0.18% 64
2024
Q4 		$394K Sell
3,654
-1,563
-30% -$177K 0.16% 59
2024
Q3 		$601K Sell
5,217
-550
-10% -$61.2K 0.25% 46
2024
Q2 		$578K Hold
5,767
– – 0.26% 45
2024
Q1 		$592K Buy
5,767
+1,106
+24% +$105K 0.28% 42
2023
Q4 		$427K Hold
4,661
– – 0.21% 52
2023
Q3 		$411K Hold
4,661
– – 0.25% 41
2023
Q2 		$418K Sell
4,661
-3
-0.1% -$283 0.25% 41
2023
Q1 		$450K Sell
4,664
-1
-0% -$99 0.29% 35
2022
Q4 		$480K Sell
4,665
-1,350
-22% -$130K 0.34% 33
2022
Q3 		$560K Hold
6,015
– – 0.42% 29
2022
Q2 		$645K Hold
6,015
– – 0.45% 29
2022
Q1 		$672K Sell
6,015
-206
-3% -$21.4K 0.41% 30
2021
Q4 		$653K Buy
6,221
+206
+3% +$20.9K 0.39% 30
2021
Q3 		$587K Sell
6,015
-1
-0% -$104 0.37% 32
2021
Q2 		$594K Buy
6,016
+1
+0% +$100 0.38% 32
2021
Q1 		$581K Hold
6,015
– – 0.39% 32
2020
Q4 		$551K Buy
+6,015
New +$556K 0.4% 32

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

Goepper Burkhardt's DUK Position: Q2 2026 in Review

Goepper Burkhardt held its Duke Energy (DUK) position steady in Q2 2026 at 5,832 shares worth $738K. The position accounts for 0.22% of the portfolio, ranked #51.

Goepper Burkhardt first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $774K in Q3 2025. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Goepper Burkhardt held 5,832 shares of Duke Energy worth $738K as of Q2 2026.
  • Goepper Burkhardt left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.22% of Goepper Burkhardt's portfolio in Q2 2026, its #51 holding.
  • Goepper Burkhardt first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • Goepper Burkhardt's Duke Energy position peaked at $774K in Q3 2025.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.