IP
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Indivisible Partners’s Duke Energy DUK Stock Holding History

Indivisible 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 		$1.15M Buy
9,049
+1,304
+17% +$164K 0.06% 214
2026
Q1 		$1.01M Buy
7,745
+2,715
+54% +$339K 0.09% 170
2025
Q4 		$590K Buy
+5,030
New +$614K 0.06% 225

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

Indivisible Partners's DUK Position: Q2 2026 in Review

Indivisible Partners increased its Duke Energy (DUK) stake by 17% in Q2 2026, buying an estimated $164K and bringing the position to 9,049 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #214.

Indivisible Partners first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. 2,479 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Indivisible Partners held 9,049 shares of Duke Energy worth $1.15M as of Q2 2026.
  • Indivisible Partners bought 1,304 Duke Energy shares in Q2 2026, an estimated $164K.
  • Duke Energy made up 0.06% of Indivisible Partners's portfolio in Q2 2026, its #214 holding.
  • Indivisible Partners first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Indivisible Partners's 13F filing for Q2 2026, filed 4 Aug 2026.