Mainsail Asset Management’s Duke Energy DUK Stock Holding History

Mainsail Asset 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	$333K	Buy	2,665 +364	+16%	+$45.9K	0.13%	103
2026 Q1	$301K	Hold	2,301	–	–	0.14%	70
2025 Q4	$270K	Hold	2,301	–	–	0.12%	70
2025 Q3	$285K	Hold	2,301	–	–	0.12%	64
2025 Q2	$272K	Hold	2,301	–	–	0.17%	46
2025 Q1	$281K	Buy	2,301 +31	+1%	+$3.53K	0.19%	45
2024 Q4	$245K	Hold	2,270	–	–	0.17%	54
2024 Q3	$262K	Hold	2,270	–	–	0.19%	47
2024 Q2	$228K	Hold	2,270	–	–	0.18%	50
2024 Q1	$220K	Hold	2,270	–	–	0.18%	49
2023 Q4	$220K	Buy	+2,270	New	+$206K	0.2%	44

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

Mainsail Asset Management's DUK Position: Q2 2026 in Review

Mainsail Asset Management increased its Duke Energy (DUK) stake by 16% in Q2 2026, buying an estimated $45.9K and bringing the position to 2,665 shares worth $333K. The position accounts for 0.13% of the portfolio, ranked #103.

Mainsail Asset Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Mainsail Asset Management held 2,665 shares of Duke Energy worth $333K as of Q2 2026.
Mainsail Asset Management bought 364 Duke Energy shares in Q2 2026, an estimated $45.9K.
Duke Energy made up 0.13% of Mainsail Asset Management's portfolio in Q2 2026, its #103 holding.
Mainsail Asset Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mainsail Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.