IIM
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INTECH Investment Management’s Duke Energy DUK Stock Holding History

INTECH Investment Management’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 		$22.2M Sell
175,584
-78,355
-31% -$9.88M 0.2% 75
2026
Q1 		$33.3M Buy
253,939
+6,547
+3% +$818K 0.33% 43
2025
Q4 		$29M Buy
247,392
+175,398
+244% +$21.4M 0.26% 69
2025
Q3 		$8.91M Buy
71,994
+16,610
+30% +$2.02M 0.08% 221
2025
Q2 		$6.54M Buy
55,384
+21,438
+63% +$2.53M 0.06% 275
2025
Q1 		$4.14M Buy
33,946
+8,872
+35% +$1.01M 0.04% 388
2024
Q4 		$2.7M Sell
25,074
-8,141
-25% -$922K 0.03% 550
2024
Q3 		$3.83M Buy
33,215
+6,724
+25% +$748K 0.04% 318
2024
Q2 		$2.66M Sell
26,491
-1,052
-4% -$105K 0.03% 382
2024
Q1 		$2.66M Buy
27,543
+21,590
+363% +$2.05M 0.04% 324
2023
Q4 		$578K Hold
5,953
– – 0.01% 517
2023
Q3 		$525K Sell
5,953
-17,227
-74% -$1.58M 0.01% 572
2023
Q2 		$2.08M Sell
23,180
-28,719
-55% -$2.71M 0.02% 372
2023
Q1 		$5.01M Buy
51,899
+2,607
+5% +$258K 0.04% 376
2022
Q4 		$5.08M Sell
49,292
-67,801
-58% -$6.51M 0.04% 376
2022
Q3 		$10.9M Sell
117,093
-159,666
-58% -$17.1M 0.08% 270
2022
Q2 		$29.7M Buy
+276,759
New +$30.4M 0.17% 155

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

INTECH Investment Management's DUK Position: Q2 2026 in Review

INTECH Investment Management reduced its Duke Energy (DUK) stake by 31% in Q2 2026, selling an estimated $9.88M and leaving 175,584 shares worth $22.2M. The position accounts for 0.2% of the portfolio, ranked #75.

INTECH Investment Management first reported a position in DUK in Q2 2022 and has held it in 17 quarters since. The position peaked at $33.3M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • INTECH Investment Management held 175,584 shares of Duke Energy worth $22.2M as of Q2 2026.
  • INTECH Investment Management sold 78,355 Duke Energy shares in Q2 2026, an estimated $9.88M.
  • Duke Energy made up 0.2% of INTECH Investment Management's portfolio in Q2 2026, its #75 holding.
  • INTECH Investment Management first reported a position in Duke Energy in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's Duke Energy position peaked at $33.3M in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.