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Leigh Baldwin & Co’s Duke Energy DUK Stock Holding History

Leigh Baldwin & Co’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 		$381K Hold
3,012
– – 0.21% 109
2026
Q1 		$394K Buy
3,012
+101
+3% +$12.6K 0.26% 104
2025
Q4 		$341K Buy
2,911
+87
+3% +$10.6K 0.22% 107
2025
Q3 		$350K Buy
2,824
+217
+8% +$26.3K 0.2% 121
2025
Q2 		$308K Buy
+2,607
New +$308K 0.2% 127
2025
Q1 		– Sell
-2,389
Closed -$257K – 173
2024
Q4 		$257K Buy
+2,389
New +$271K 0.22% 137

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 $3.38T AUM 44.17% 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

Leigh Baldwin & Co's DUK Position: Q2 2026 in Review

Leigh Baldwin & Co held its Duke Energy (DUK) position steady in Q2 2026 at 3,012 shares worth $381K. The position accounts for 0.21% of the portfolio, ranked #109.

Leigh Baldwin & Co first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $394K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Leigh Baldwin & Co held 3,012 shares of Duke Energy worth $381K as of Q2 2026.
  • Leigh Baldwin & Co left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.21% of Leigh Baldwin & Co's portfolio in Q2 2026, its #109 holding.
  • Leigh Baldwin & Co first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Leigh Baldwin & Co's Duke Energy position peaked at $394K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.