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Joseph Group Capital Management’s Duke Energy DUK Stock Holding History

Joseph Group Capital Management’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 		$32.5K Sell
257
-50
-16% -$6.31K 0.01% 174
2026
Q1 		$40.2K Buy
307
+134
+77% +$16.8K 0.01% 114
2025
Q4 		$20.3K Buy
173
+55
+47% +$6.72K 0.01% 130
2025
Q3 		$14.6K Buy
+118
New +$14.3K ﹤0.01% 91

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

Joseph Group Capital Management's DUK Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Duke Energy (DUK) stake by 16% in Q2 2026, selling an estimated $6.31K and leaving 257 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #174.

Joseph Group Capital Management first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $40.2K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Joseph Group Capital Management held 257 shares of Duke Energy worth $32.5K as of Q2 2026.
  • Joseph Group Capital Management sold 50 Duke Energy shares in Q2 2026, an estimated $6.31K.
  • Duke Energy made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #174 holding.
  • Joseph Group Capital Management first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • Joseph Group Capital Management's Duke Energy position peaked at $40.2K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.