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Greenland Capital Management’s Duke Energy DUK Stock Holding History

Greenland Capital Management’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 		– Sell
-67,739
Closed -$8.87M – 327
2026
Q1 		$8.87M Buy
67,739
+22,365
+49% +$2.8M 1.13% 20
2025
Q4 		$5.32M Sell
45,374
-53,166
-54% -$6.49M 0.56% 51
2025
Q3 		$12.2M Sell
98,540
-73,034
-43% -$8.86M 1.22% 8
2025
Q2 		$20.2M Buy
171,574
+77,314
+82% +$9.12M 2.08% 4
2025
Q1 		$11.5M Sell
94,260
-16,982
-15% -$1.94M 1.37% 10
2024
Q4 		$12M Buy
+111,242
New +$12.6M 1.91% 6
2024
Q3 		– Sell
-137,640
Closed -$13.8M – 361
2024
Q2 		$13.8M Buy
137,640
+27,640
+25% +$2.76M 2.03% 10
2024
Q1 		$10.6M Buy
110,000
+36,604
+50% +$3.47M 1.19% 16
2023
Q4 		$7.12M Sell
73,396
-81,985
-53% -$7.46M 0.67% 41
2023
Q3 		$13.7M Buy
155,381
+88,467
+132% +$8.11M 1.34% 10
2023
Q2 		$6M Sell
66,914
-33,225
-33% -$3.14M 0.66% 33
2023
Q1 		$9.66M Buy
+100,139
New +$9.89M 1.05% 23

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

Greenland Capital Management's DUK Position: Q2 2026 in Review

Greenland Capital Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 67,739 shares — an estimated $8.87M sold.

Greenland Capital Management first reported a position in DUK in Q1 2023 and held it in 12 quarters. The position peaked at $20.2M in Q2 2025. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Greenland Capital Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Greenland Capital Management sold 67,739 Duke Energy shares in Q2 2026, an estimated $8.87M.
  • Greenland Capital Management first reported a position in Duke Energy in Q1 2023 and held it in 12 quarters.
  • Greenland Capital Management's Duke Energy position peaked at $20.2M in Q2 2025.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Greenland Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.