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J. M. Brown & Associates’s Duke Energy DUK Stock Holding History

J. M. Brown & Associates’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 		$326K Buy
+2,575
New +$325K 0.19% 135

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

J. M. Brown & Associates's DUK Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Duke Energy (DUK) in Q2 2026: 2,575 shares worth $326K. The stake represents 0.19% of the portfolio and ranks #135 among its holdings.

2,382 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • J. M. Brown & Associates held 2,575 shares of Duke Energy worth $326K as of Q2 2026.
  • Duke Energy was a new J. M. Brown & Associates position in Q2 2026.
  • Duke Energy made up 0.19% of J. M. Brown & Associates's portfolio in Q2 2026, its #135 holding.
  • 2,382 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.