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Latitude Advisors’s Duke Energy DUK Stock Holding History

Latitude Advisors’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 		$650K Buy
5,139
+1,772
+53% +$224K 0.26% 95
2026
Q1 		$441K Buy
3,367
+8
+0.2% +$1K 0.2% 120
2025
Q4 		$394K Buy
3,359
+131
+4% +$16K 0.17% 132
2025
Q3 		$399K Sell
3,228
-100
-3% -$12.1K 0.18% 115
2025
Q2 		$393K Hold
3,328
– – 0.2% 114
2025
Q1 		$406K Sell
3,328
-541
-14% -$61.7K 0.24% 101
2024
Q4 		$417K Sell
3,869
-281
-7% -$31.8K 0.23% 97
2024
Q3 		$478K Sell
4,150
-6
-0.1% -$668 0.27% 92
2024
Q2 		$417K Buy
4,156
+169
+4% +$16.9K 0.25% 87
2024
Q1 		$386K Sell
3,987
-7
-0.2% -$664 0.24% 97
2023
Q4 		$388K Sell
3,994
-204
-5% -$18.6K 0.27% 99
2023
Q3 		$371K Buy
4,198
+36
+0.9% +$3.3K 0.27% 94
2023
Q2 		$373K Buy
4,162
+1,749
+72% +$165K 0.26% 93
2023
Q1 		$233K Sell
2,413
-521
-18% -$51.5K 0.17% 140
2022
Q4 		$302K Buy
2,934
+326
+13% +$31.3K 0.23% 105
2022
Q3 		$243K Buy
2,608
+296
+13% +$31.8K 0.2% 116
2022
Q2 		$248K Sell
2,312
-4,474
-66% -$492K 0.23% 111
2022
Q1 		$758K Buy
6,786
+4,084
+151% +$424K 0.17% 123
2021
Q4 		$283K Buy
2,702
+16
+0.6% +$1.62K 0.08% 234
2021
Q3 		$262K Buy
+2,686
New +$278K 0.08% 234

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

Latitude Advisors's DUK Position: Q2 2026 in Review

Latitude Advisors increased its Duke Energy (DUK) stake by 53% in Q2 2026, buying an estimated $224K and bringing the position to 5,139 shares worth $650K. The position accounts for 0.26% of the portfolio, ranked #95.

Latitude Advisors first reported a position in DUK in Q3 2021 and has held it in 20 quarters since. The position peaked at $758K in Q1 2022. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Latitude Advisors held 5,139 shares of Duke Energy worth $650K as of Q2 2026.
  • Latitude Advisors bought 1,772 Duke Energy shares in Q2 2026, an estimated $224K.
  • Duke Energy made up 0.26% of Latitude Advisors's portfolio in Q2 2026, its #95 holding.
  • Latitude Advisors first reported a position in Duke Energy in Q3 2021 and has held it in 20 quarters since.
  • Latitude Advisors's Duke Energy position peaked at $758K in Q1 2022.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.