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iA Global Asset Management’s Duke Energy DUK Stock Holding History

iA Global Asset 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 		$19.4M Buy
153,077
+5,280
+4% +$666K 0.23% 89
2026
Q1 		$19.4M Buy
147,797
+45,879
+45% +$5.74M 0.27% 79
2025
Q4 		$11.9M Sell
101,918
-70,772
-41% -$8.64M 0.15% 123
2025
Q3 		$21.4M Buy
172,690
+60,201
+54% +$7.31M 0.29% 70
2025
Q2 		$13.3M Sell
112,489
-48,175
-30% -$5.68M 0.2% 99
2025
Q1 		$19.6M Buy
160,664
+72,137
+81% +$8.22M 0.34% 60
2024
Q4 		$9.54M Buy
88,527
+65,875
+291% +$7.46M 0.17% 105
2024
Q3 		$2.61M Buy
22,652
+588
+3% +$65.4K 0.05% 230
2024
Q2 		$2.21M Buy
22,064
+17,084
+343% +$1.71M 0.04% 222
2024
Q1 		$482K Buy
+4,980
New +$472K 0.01% 369

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

iA Global Asset Management's DUK Position: Q2 2026 in Review

iA Global Asset Management increased its Duke Energy (DUK) stake by 3.6% in Q2 2026, buying an estimated $666K and bringing the position to 153,077 shares worth $19.4M. The position accounts for 0.23% of the portfolio, ranked #89.

iA Global Asset Management first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.4M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • iA Global Asset Management held 153,077 shares of Duke Energy worth $19.4M as of Q2 2026.
  • iA Global Asset Management bought 5,280 Duke Energy shares in Q2 2026, an estimated $666K.
  • Duke Energy made up 0.23% of iA Global Asset Management's portfolio in Q2 2026, its #89 holding.
  • iA Global Asset Management first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • iA Global Asset Management's Duke Energy position peaked at $21.4M in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.