Madden Securities’s Duke Energy DUK Stock Holding History

Madden Securities’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	$901K	Hold	7,121	–	–	0.25%	71
2026 Q1	$932K	Hold	7,121	–	–	0.28%	66
2025 Q4	$835K	Buy	7,121 +100	+1%	+$12.2K	0.25%	69
2025 Q3	$869K	Sell	7,021 -200	-3%	-$24.3K	0.27%	65
2025 Q2	$852K	Sell	7,221 -703	-9%	-$83K	0.29%	64
2025 Q1	$966K	Hold	7,924	–	–	0.38%	66
2024 Q4	$854K	Hold	7,924	–	–	0.34%	62
2024 Q3	$914K	Sell	7,924 -100	-1%	-$11.1K	0.39%	56
2024 Q2	$804K	Hold	8,024	–	–	0.36%	61
2024 Q1	$776K	Buy	8,024 +75	+0.9%	+$7.12K	0.36%	62
2023 Q4	$771K	Hold	7,949	–	–	0.41%	52
2023 Q3	$702K	Sell	7,949 -20	-0.3%	-$1.83K	0.4%	49
2023 Q2	$715K	Sell	7,969 -800	-9%	-$75.5K	0.37%	51
2023 Q1	$846K	Hold	8,769	–	–	0.45%	47
2022 Q4	$903K	Sell	8,769 -150	-2%	-$14.4K	0.48%	45
2022 Q3	$830K	Hold	8,919	–	–	0.5%	45
2022 Q2	$956K	Hold	8,919	–	–	0.52%	47
2022 Q1	$996K	Hold	8,919	–	–	0.45%	52
2021 Q4	$936K	Sell	8,919 -280	-3%	-$28.4K	0.44%	57
2021 Q3	$898K	Sell	9,199 -387	-4%	-$40.1K	0.49%	56
2021 Q2	$946K	Buy	9,586 +2	+0%	+$201	0.49%	57
2021 Q1	$925K	Buy	9,584 +2	+0%	+$183	0.54%	53
2020 Q4	$877K	Sell	9,582 -382	-4%	-$35.3K	0.56%	51
2020 Q3	$882K	Buy	9,964 +3,006	+43%	+$248K	0.66%	49
2020 Q2	$556K	Buy	+6,958	New	+$588K	0.5%	56
2019 Q4	$1.16M	Buy	+12,710	New	+$1.17M	1.16%	24

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

Madden Securities's DUK Position: Q2 2026 in Review

Madden Securities held its Duke Energy (DUK) position steady in Q2 2026 at 7,121 shares worth $901K. The position accounts for 0.25% of the portfolio, ranked #71.

Madden Securities first reported a position in DUK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.16M in Q4 2019. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Madden Securities held 7,121 shares of Duke Energy worth $901K as of Q2 2026.
Madden Securities left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.25% of Madden Securities's portfolio in Q2 2026, its #71 holding.
Madden Securities first reported a position in Duke Energy in Q4 2019 and has held it in 26 quarters since.
Madden Securities's Duke Energy position peaked at $1.16M in Q4 2019.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Madden Securities's 13F filing for Q2 2026, filed 24 Jul 2026.