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Herold Advisors’s Duke Energy DUK Stock Holding History

Herold Advisors’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 		$301K Buy
2,373
+68
+3% +$8.58K 0.06% 228
2026
Q1 		$302K Buy
+2,305
New +$288K 0.07% 216
2025
Q2 		– Sell
-1,655
Closed -$202K – 317
2025
Q1 		$202K Buy
+1,655
New +$189K 0.04% 268
2022
Q2 		– Sell
-1,478
Closed -$165K – 304
2022
Q1 		$165K Buy
+1,478
New +$154K 0.06% 221
2021
Q4 		– Sell
-1,228
Closed -$119K – 303
2021
Q3 		$119K Buy
+1,228
New +$127K 0.05% 253

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

Herold Advisors's DUK Position: Q2 2026 in Review

Herold Advisors increased its Duke Energy (DUK) stake by 3% in Q2 2026, buying an estimated $8.58K and bringing the position to 2,373 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #228.

Herold Advisors first reported a position in DUK in Q3 2021 and has held it in 5 quarters since. The position peaked at $302K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Herold Advisors held 2,373 shares of Duke Energy worth $301K as of Q2 2026.
  • Herold Advisors bought 68 Duke Energy shares in Q2 2026, an estimated $8.58K.
  • Duke Energy made up 0.06% of Herold Advisors's portfolio in Q2 2026, its #228 holding.
  • Herold Advisors first reported a position in Duke Energy in Q3 2021 and has held it in 5 quarters since.
  • Herold Advisors's Duke Energy position peaked at $302K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.