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Inscription Capital’s Duke Energy DUK Stock Holding History

Inscription 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 		$379K Buy
2,995
+286
+11% +$36.1K 0.03% 478
2026
Q1 		$355K Buy
2,709
+198
+8% +$24.8K 0.04% 445
2025
Q4 		$294K Buy
2,511
+152
+6% +$18.6K 0.03% 492
2025
Q3 		$292K Buy
2,359
+190
+9% +$23.1K 0.03% 488
2025
Q2 		$256K Buy
+2,169
New +$256K 0.04% 401
2021
Q3 		– Sell
-20,682
Closed -$2.04M – 256
2021
Q2 		$2.04M Buy
+20,682
New +$2.08M 0.23% 88
2019
Q2 		– Sell
-573
Closed -$52K – 138
2019
Q1 		$52K Hold
573
– – 0.03% 188
2018
Q4 		$49K Buy
+573
New +$48.8K 0.03% 195

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

Inscription Capital's DUK Position: Q2 2026 in Review

Inscription Capital increased its Duke Energy (DUK) stake by 11% in Q2 2026, buying an estimated $36.1K and bringing the position to 2,995 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #478.

Inscription Capital first reported a position in DUK in Q4 2018 and has held it in 8 quarters since. The position peaked at $2.04M in Q2 2021. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Inscription Capital held 2,995 shares of Duke Energy worth $379K as of Q2 2026.
  • Inscription Capital bought 286 Duke Energy shares in Q2 2026, an estimated $36.1K.
  • Duke Energy made up 0.03% of Inscription Capital's portfolio in Q2 2026, its #478 holding.
  • Inscription Capital first reported a position in Duke Energy in Q4 2018 and has held it in 8 quarters since.
  • Inscription Capital's Duke Energy position peaked at $2.04M in Q2 2021.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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