IC
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IEQ Capital’s Duke Energy DUK Stock Holding History

IEQ Capital’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 		$2.68M Buy
21,133
+262
+1% +$33K 0.01% 691
2026
Q1 		$2.73M Buy
20,871
+1,344
+7% +$168K 0.01% 662
2025
Q4 		$2.29M Sell
19,527
-5,763
-23% -$704K 0.01% 744
2025
Q3 		$3.13M Sell
25,290
-3,377
-12% -$410K 0.01% 619
2025
Q2 		$3.38M Sell
28,667
-21,805
-43% -$2.57M 0.02% 523
2025
Q1 		$6.16M Buy
50,472
+16,871
+50% +$1.92M 0.05% 291
2024
Q4 		$3.62M Sell
33,601
-19,618
-37% -$2.22M 0.04% 348
2024
Q3 		$6.14M Buy
53,219
+4,631
+10% +$515K 0.08% 171
2024
Q2 		$4.87M Buy
48,588
+3,713
+8% +$371K 0.07% 188
2024
Q1 		$4.34M Buy
44,875
+7,007
+19% +$665K 0.06% 195
2023
Q4 		$3.67M Buy
37,868
+10,918
+41% +$993K 0.06% 195
2023
Q3 		$2.38M Sell
26,950
-16,894
-39% -$1.55M 0.05% 230
2023
Q2 		$3.93M Sell
43,844
-2,000
-4% -$189K 0.08% 172
2023
Q1 		$4.42M Buy
45,844
+14,395
+46% +$1.42M 0.1% 146
2022
Q4 		$3.24M Buy
31,449
+3,934
+14% +$378K 0.09% 170
2022
Q3 		$2.56M Sell
27,515
-2,215
-7% -$238K 0.07% 192
2022
Q2 		$3.19M Buy
29,730
+10,291
+53% +$1.13M 0.1% 140
2022
Q1 		$2.17M Buy
19,439
+2,174
+13% +$226K 0.05% 196
2021
Q4 		$1.81M Buy
17,265
+541
+3% +$54.8K 0.04% 214
2021
Q3 		$1.63M Buy
16,724
+10,820
+183% +$1.12M 0.04% 218
2021
Q2 		$583K Buy
5,904
+1,878
+47% +$189K 0.02% 328
2021
Q1 		$389K Buy
+4,026
New +$367K 0.02% 319
2020
Q3 		– Sell
-6,002
Closed -$479K – 393
2020
Q2 		$479K Sell
6,002
-5,304
-47% -$448K 0.03% 203
2020
Q1 		$914K Buy
11,306
+2,283
+25% +$210K 0.07% 149
2019
Q4 		$823K Buy
+9,023
New +$827K 0.07% 167

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 $3.38T AUM 44.17% 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

IEQ Capital's DUK Position: Q2 2026 in Review

IEQ Capital increased its Duke Energy (DUK) stake by 1.3% in Q2 2026, buying an estimated $33K and bringing the position to 21,133 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #691.

IEQ Capital first reported a position in DUK in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.16M in Q1 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • IEQ Capital held 21,133 shares of Duke Energy worth $2.68M as of Q2 2026.
  • IEQ Capital bought 262 Duke Energy shares in Q2 2026, an estimated $33K.
  • Duke Energy made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #691 holding.
  • IEQ Capital first reported a position in Duke Energy in Q4 2019 and has held it in 25 quarters since.
  • IEQ Capital's Duke Energy position peaked at $6.16M in Q1 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.