J.M. Arbour’s Duke Energy DUK Stock Holding History

J.M. Arbour’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	$206K	Buy	1,624 +94	+6%	+$11.9K	0.18%	131
2026 Q1	$200K	Buy	+1,530	New	+$191K	0.19%	119

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

J.M. Arbour's DUK Position: Q2 2026 in Review

J.M. Arbour increased its Duke Energy (DUK) stake by 6.1% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,624 shares worth $206K. The position accounts for 0.18% of the portfolio, ranked #131.

J.M. Arbour first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. 2,499 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

J.M. Arbour held 1,624 shares of Duke Energy worth $206K as of Q2 2026.
J.M. Arbour bought 94 Duke Energy shares in Q2 2026, an estimated $11.9K.
Duke Energy made up 0.18% of J.M. Arbour's portfolio in Q2 2026, its #131 holding.
J.M. Arbour first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
2,499 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on J.M. Arbour's 13F filing for Q2 2026, filed 14 Aug 2026.