JC
DUK icon

JB Capital’s Duke Energy DUK Stock Holding History

JB Capital’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 		$392K Buy
3,097
+16
+0.5% +$2.02K 0.01% 201
2026
Q1 		$403K Sell
3,081
-756
-20% -$94.5K 0.02% 189
2025
Q4 		$450K Buy
3,837
+826
+27% +$101K 0.02% 183
2025
Q3 		$373K Sell
3,011
-33
-1% -$4K 0.02% 195
2025
Q2 		$359K Buy
3,044
+41
+1% +$4.84K 0.02% 188
2025
Q1 		$366K Buy
3,003
+133
+5% +$15.2K 0.02% 172
2024
Q4 		$309K Sell
2,870
-412
-13% -$46.7K 0.02% 183
2024
Q3 		$378K Sell
3,282
-599
-15% -$66.7K 0.02% 171
2024
Q2 		$389K Buy
3,881
+181
+5% +$18.1K 0.02% 165
2024
Q1 		$358K Buy
3,700
+29
+0.8% +$2.75K 0.02% 162
2023
Q4 		$356K Buy
3,671
+477
+15% +$43.4K 0.03% 157
2023
Q3 		$282K Buy
3,194
+435
+16% +$39.9K 0.02% 151
2023
Q2 		$248K Sell
2,759
-14
-0.5% -$1.32K 0.02% 150
2023
Q1 		$267K Buy
2,773
+55
+2% +$5.43K 0.02% 141
2022
Q4 		$280K Sell
2,718
-8
-0.3% -$768 0.03% 141
2022
Q3 		$254K Sell
2,726
-7,728
-74% -$830K 0.03% 140
2022
Q2 		$1.12M Buy
10,454
+580
+6% +$63.8K 0.12% 84
2022
Q1 		$1.1M Buy
9,874
+7,217
+272% +$750K 0.11% 94
2021
Q4 		$279K Buy
2,657
+122
+5% +$12.4K 0.03% 220
2021
Q3 		$247K Buy
+2,535
New +$262K 0.03% 270

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

JB Capital's DUK Position: Q2 2026 in Review

JB Capital increased its Duke Energy (DUK) stake by 0.52% in Q2 2026, buying an estimated $2.02K and bringing the position to 3,097 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #201.

JB Capital first reported a position in DUK in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.12M in Q2 2022. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • JB Capital held 3,097 shares of Duke Energy worth $392K as of Q2 2026.
  • JB Capital bought 16 Duke Energy shares in Q2 2026, an estimated $2.02K.
  • Duke Energy made up 0.01% of JB Capital's portfolio in Q2 2026, its #201 holding.
  • JB Capital first reported a position in Duke Energy in Q3 2021 and has held it in 20 quarters since.
  • JB Capital's Duke Energy position peaked at $1.12M in Q2 2022.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.