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InceptionR’s Duke Energy DUK Stock Holding History

InceptionR’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 		$283K Buy
+2,234
New +$282K 0.07% 485
2026
Q1 		– Sell
-2,055
Closed -$241K – 711
2025
Q4 		$241K Sell
2,055
-9,146
-82% -$1.12M 0.07% 488
2025
Q3 		$1.39M Buy
11,201
+4,773
+74% +$579K 0.33% 66
2025
Q2 		$759K Buy
+6,428
New +$759K 0.18% 210

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

InceptionR's DUK Position: Q2 2026 in Review

InceptionR opened a new position in Duke Energy (DUK) in Q2 2026: 2,234 shares worth $283K. The stake represents 0.07% of the portfolio and ranks #485 among its holdings. This is a return to the name: InceptionR previously reported a position in DUK as recently as Q4 2025.

InceptionR first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.39M in Q3 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • InceptionR held 2,234 shares of Duke Energy worth $283K as of Q2 2026.
  • Duke Energy was a new InceptionR position in Q2 2026.
  • Duke Energy made up 0.07% of InceptionR's portfolio in Q2 2026, its #485 holding.
  • InceptionR first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
  • InceptionR's Duke Energy position peaked at $1.39M in Q3 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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