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Logan Capital Management’s Duke Energy DUK Stock Holding History

Logan 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 		– Sell
-25,847
Closed -$3.38M – 513
2026
Q1 		$3.38M Buy
+25,847
New +$3.23M 0.15% 144

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

Logan Capital Management's DUK Position: Q2 2026 in Review

Logan Capital Management opened a new position in Duke Energy (DUK) in Q2 2026: 25,912 shares worth $3.28M. The stake represents 0.12% of the portfolio and ranks #148 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in DUK as recently as Q4 2025.

Logan Capital Management first reported a position in DUK in Q2 2013 and has held it in 45 quarters since. The position peaked at $4.14M in Q1 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Logan Capital Management held 25,912 shares of Duke Energy worth $3.28M as of Q2 2026.
  • Duke Energy was a new Logan Capital Management position in Q2 2026.
  • Duke Energy made up 0.12% of Logan Capital Management's portfolio in Q2 2026, its #148 holding.
  • Logan Capital Management first reported a position in Duke Energy in Q2 2013 and has held it in 45 quarters since.
  • Logan Capital Management's Duke Energy position peaked at $4.14M in Q1 2025.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.