IPS
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Investors Portfolio Services’s Duke Energy DUK Stock Holding History

Investors Portfolio Services’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 		$8.98K Sell
71
-3
-4% -$378 0.01% 152
2026
Q1 		$9.71K Buy
74
+4
+6% +$500 0.01% 138
2025
Q4 		$8.18K Buy
+70
New +$8.55K 0.01% 137

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

Investors Portfolio Services's DUK Position: Q2 2026 in Review

Investors Portfolio Services reduced its Duke Energy (DUK) stake by 4.1% in Q2 2026, selling an estimated $378 and leaving 71 shares worth $8.98K. The position accounts for 0.01% of the portfolio, ranked #152.

Investors Portfolio Services first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.71K in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Investors Portfolio Services held 71 shares of Duke Energy worth $8.98K as of Q2 2026.
  • Investors Portfolio Services sold 3 Duke Energy shares in Q2 2026, an estimated $378.
  • Duke Energy made up 0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #152 holding.
  • Investors Portfolio Services first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's Duke Energy position peaked at $9.71K in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.