IA
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Integrity Alliance’s Duke Energy DUK Stock Holding History

Integrity Alliance’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 		$1.23M Buy
9,723
+1,271
+15% +$160K 0.04% 309
2026
Q1 		$1.11M Buy
8,452
+625
+8% +$78.1K 0.04% 279
2025
Q4 		$917K Buy
7,827
+913
+13% +$111K 0.03% 331
2025
Q3 		$856K Buy
6,914
+5,011
+263% +$608K 0.04% 280
2025
Q2 		$225K Sell
1,903
-2,275
-54% -$268K 0.01% 433
2025
Q1 		$510K Buy
+4,178
New +$476K 0.02% 387

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

Integrity Alliance's DUK Position: Q2 2026 in Review

Integrity Alliance increased its Duke Energy (DUK) stake by 15% in Q2 2026, buying an estimated $160K and bringing the position to 9,723 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #309.

Integrity Alliance first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Integrity Alliance held 9,723 shares of Duke Energy worth $1.23M as of Q2 2026.
  • Integrity Alliance bought 1,271 Duke Energy shares in Q2 2026, an estimated $160K.
  • Duke Energy made up 0.04% of Integrity Alliance's portfolio in Q2 2026, its #309 holding.
  • Integrity Alliance first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.