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Louisbourg Investments’s Duke Energy DUK Stock Holding History

Louisbourg Investments’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 		$101K Hold
800
– – 0.02% 136
2026
Q1 		$105K Hold
800
– – 0.02% 145
2025
Q4 		$93.8K Hold
800
– – 0.02% 143
2025
Q3 		$99K Hold
800
– – 0.02% 136
2025
Q2 		$94.4K Hold
800
– – 0.02% 122
2025
Q1 		$97.6K Hold
800
– – 0.03% 117
2024
Q4 		$86.2K Hold
800
– – 0.02% 117
2024
Q3 		$92.2K Hold
800
– – 0.02% 114
2024
Q2 		$80.2K Hold
800
– – 0.02% 110
2024
Q1 		$77.4K Hold
800
– – 0.02% 111
2023
Q4 		$77.6K Buy
+800
New +$72.8K 0.02% 110

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

Louisbourg Investments's DUK Position: Q2 2026 in Review

Louisbourg Investments held its Duke Energy (DUK) position steady in Q2 2026 at 800 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #136.

Louisbourg Investments first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $105K in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Louisbourg Investments held 800 shares of Duke Energy worth $101K as of Q2 2026.
  • Louisbourg Investments left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.02% of Louisbourg Investments's portfolio in Q2 2026, its #136 holding.
  • Louisbourg Investments first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Louisbourg Investments's Duke Energy position peaked at $105K in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.