Knollwood Investment Advisory’s Duke Energy DUK Stock Holding History

Knollwood Investment Advisory’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	$513K	Hold	4,055	–	–	0.05%	197
2026 Q1	$531K	Hold	4,055	–	–	0.05%	216
2025 Q4	$475K	Hold	4,055	–	–	0.04%	232
2025 Q3	$502K	Sell	4,055 -87	-2%	-$10.6K	0.05%	257
2025 Q2	$489K	Hold	4,142	–	–	0.05%	253
2025 Q1	$505K	Hold	4,142	–	–	0.06%	253
2024 Q4	$446K	Hold	4,142	–	–	0.05%	267
2024 Q3	$478K	Hold	4,142	–	–	0.05%	269
2024 Q2	$415K	Buy	+4,142	New	+$414K	0.05%	278

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

Knollwood Investment Advisory's DUK Position: Q2 2026 in Review

Knollwood Investment Advisory held its Duke Energy (DUK) position steady in Q2 2026 at 4,055 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #197.

Knollwood Investment Advisory first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $531K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Knollwood Investment Advisory held 4,055 shares of Duke Energy worth $513K as of Q2 2026.
Knollwood Investment Advisory left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.05% of Knollwood Investment Advisory's portfolio in Q2 2026, its #197 holding.
Knollwood Investment Advisory first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
Knollwood Investment Advisory's Duke Energy position peaked at $531K in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.