Marshall Wace
DUK icon

Marshall Wace’s Duke Energy DUK Stock Holding History

Marshall Wace’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
2023
Q2 		– Sell
-100
Closed -$9.65K – 2574
2023
Q1 		$9.65K Hold
100
– – ﹤0.01% 2582
2022
Q4 		$10.3K Hold
100
– – ﹤0.01% 2869
2022
Q3 		$9K Buy
+100
New +$10.7K ﹤0.01% 3267

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

Marshall Wace's DUK Position: Q2 2026 in Review

Marshall Wace reduced its Duke Energy (DUK) stake by 99% in Q2 2026, selling an estimated $111M and leaving 13,149 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Marshall Wace first reported a position in DUK in Q3 2015 and has held it in 28 quarters since. The position peaked at $117M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Marshall Wace held 13,149 shares of Duke Energy worth $1.66M as of Q2 2026.
  • Marshall Wace sold 879,020 Duke Energy shares in Q2 2026, an estimated $111M.
  • Duke Energy made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1952 holding.
  • Marshall Wace first reported a position in Duke Energy in Q3 2015 and has held it in 28 quarters since.
  • Marshall Wace's Duke Energy position peaked at $117M in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.