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Guardian Partners’s Duke Energy DUK Stock Holding History

Guardian Partners’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 		$13.1M Sell
103,543
-20,827
-17% -$2.63M 1.18% 23
2026
Q1 		$16.3M Sell
124,370
-994
-0.8% -$124K 1.36% 23
2025
Q4 		$15.3M Buy
125,364
+2,211
+2% +$270K 1.22% 24
2025
Q3 		$15.1M Sell
123,153
-629
-0.5% -$76.3K 1.28% 24
2025
Q2 		$14.5M Sell
123,782
-1,227
-1% -$145K 1.3% 22
2025
Q1 		$15.2M Sell
125,009
-27
-0% -$3.08K 1.57% 16
2024
Q4 		$13.5M Buy
+125,036
New +$14.2M 1.38% 21

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

Guardian Partners's DUK Position: Q2 2026 in Review

Guardian Partners reduced its Duke Energy (DUK) stake by 17% in Q2 2026, selling an estimated $2.63M and leaving 103,543 shares worth $13.1M. The position accounts for 1.18% of the portfolio, ranked #23.

Guardian Partners first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.3M in Q1 2026. 2,489 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Guardian Partners held 103,543 shares of Duke Energy worth $13.1M as of Q2 2026.
  • Guardian Partners sold 20,827 Duke Energy shares in Q2 2026, an estimated $2.63M.
  • Duke Energy made up 1.18% of Guardian Partners's portfolio in Q2 2026, its #23 holding.
  • Guardian Partners first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Duke Energy position peaked at $16.3M in Q1 2026.
  • 2,489 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.