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Inspire Advisors’s Duke Energy DUK Stock Holding History

Inspire Advisors’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 		$1.51M Buy
11,961
+3,462
+41% +$437K 0.11% 159
2026
Q1 		$1.11M Buy
8,499
+1,438
+20% +$180K 0.09% 179
2025
Q4 		$828K Sell
7,061
-272
-4% -$33.2K 0.08% 191
2025
Q3 		$907K Sell
7,333
-803
-10% -$97.4K 0.09% 180
2025
Q2 		$960K Buy
8,136
+2,587
+47% +$305K 0.1% 151
2025
Q1 		$677K Buy
+5,549
New +$633K 0.08% 177
2021
Q1 		– Sell
-251
Closed -$23K – 260
2020
Q4 		$23K Buy
+251
New +$23.2K 0.01% 383

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

Inspire Advisors's DUK Position: Q2 2026 in Review

Inspire Advisors increased its Duke Energy (DUK) stake by 41% in Q2 2026, buying an estimated $437K and bringing the position to 11,961 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #159.

Inspire Advisors first reported a position in DUK in Q4 2020 and has held it in 7 quarters since. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Inspire Advisors held 11,961 shares of Duke Energy worth $1.51M as of Q2 2026.
  • Inspire Advisors bought 3,462 Duke Energy shares in Q2 2026, an estimated $437K.
  • Duke Energy made up 0.11% of Inspire Advisors's portfolio in Q2 2026, its #159 holding.
  • Inspire Advisors first reported a position in Duke Energy in Q4 2020 and has held it in 7 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.