Luken Investment Analytics’s Duke Energy DUK Stock Holding History

Luken Investment Analytics’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	$91.3K	Hold	721	–	–	0.03%	87
2026 Q1	$94.4K	Sell	721 -5	-0.7%	-$625	0.04%	75
2025 Q4	$85.1K	Buy	726 +5	+0.7%	+$611	0.03%	77
2025 Q3	$89.2K	Hold	721	–	–	0.03%	78
2025 Q2	$85.1K	Hold	721	–	–	0.04%	76
2025 Q1	$87.9K	Hold	721	–	–	0.04%	71
2024 Q4	$77.7K	Hold	721	–	–	0.04%	69
2024 Q3	$83.1K	Hold	721	–	–	0.04%	67
2024 Q2	$72.3K	Hold	721	–	–	0.04%	74
2024 Q1	$69.7K	Hold	721	–	–	0.04%	67
2023 Q4	$70K	Hold	721	–	–	0.04%	65
2023 Q3	$63.6K	Hold	721	–	–	0.04%	64
2023 Q2	$64.7K	Hold	721	–	–	0.04%	62
2023 Q1	$69.6K	Hold	721	–	–	0.04%	58
2022 Q4	$74.3K	Buy	+721	New	+$69.2K	0.05%	61
2020 Q4	$66K	Buy	+721	New	+$66.7K	0.05%	50

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 $3.37T AUM 44.26% 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

Luken Investment Analytics's DUK Position: Q2 2026 in Review

Luken Investment Analytics held its Duke Energy (DUK) position steady in Q2 2026 at 721 shares worth $91.3K. The position accounts for 0.03% of the portfolio, ranked #87.

Luken Investment Analytics first reported a position in DUK in Q4 2020 and has held it in 16 quarters since. The position peaked at $94.4K in Q1 2026. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Luken Investment Analytics held 721 shares of Duke Energy worth $91.3K as of Q2 2026.
Luken Investment Analytics left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.03% of Luken Investment Analytics's portfolio in Q2 2026, its #87 holding.
Luken Investment Analytics first reported a position in Duke Energy in Q4 2020 and has held it in 16 quarters since.
Luken Investment Analytics's Duke Energy position peaked at $94.4K in Q1 2026.
2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.