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MBA Advisors’s Duke Energy DUK Stock Holding History

MBA Advisors’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 		$713K Buy
5,630
+77
+1% +$9.71K 0.24% 78
2026
Q1 		$727K Buy
5,553
+125
+2% +$15.6K 0.28% 71
2025
Q4 		$636K Hold
5,428
– – 0.26% 74
2025
Q3 		$672K Buy
5,428
+174
+3% +$21.1K 0.29% 72
2025
Q2 		$620K Buy
5,254
+55
+1% +$6.49K 0.29% 72
2025
Q1 		$634K Buy
5,199
+335
+7% +$38.2K 0.31% 69
2024
Q4 		$524K Sell
4,864
-145
-3% -$16.4K 0.26% 77
2024
Q3 		$578K Buy
5,009
+526
+12% +$58.5K 0.28% 72
2024
Q2 		$449K Buy
4,483
+9
+0.2% +$900 0.23% 79
2024
Q1 		$433K Buy
4,474
+298
+7% +$28.3K 0.22% 84
2023
Q4 		$405K Sell
4,176
-1,100
-21% -$100K 0.23% 84
2023
Q3 		$466K Hold
5,276
– – 0.29% 75
2023
Q2 		$473K Buy
5,276
+100
+2% +$9.44K 0.28% 74
2023
Q1 		$499K Hold
5,176
– – 0.31% 71
2022
Q4 		$533K Hold
5,176
– – 0.35% 69
2022
Q3 		$481K Sell
5,176
-1,000
-16% -$107K 0.35% 68
2022
Q2 		$662K Buy
6,176
+2
+0% +$220 0.46% 59
2022
Q1 		$689K Sell
6,174
-720
-10% -$74.8K 0.43% 64
2021
Q4 		$723K Sell
6,894
-215
-3% -$21.8K 0.45% 62
2021
Q3 		$694K Buy
7,109
+1,199
+20% +$124K 0.51% 53
2021
Q2 		$583K Hold
5,910
– – 0.27% 66
2021
Q1 		$570K Buy
+5,910
New +$539K 0.31% 65

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

MBA Advisors's DUK Position: Q2 2026 in Review

MBA Advisors increased its Duke Energy (DUK) stake by 1.4% in Q2 2026, buying an estimated $9.71K and bringing the position to 5,630 shares worth $713K. The position accounts for 0.24% of the portfolio, ranked #78.

MBA Advisors first reported a position in DUK in Q1 2021 and has held it in 22 quarters since. The position peaked at $727K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • MBA Advisors held 5,630 shares of Duke Energy worth $713K as of Q2 2026.
  • MBA Advisors bought 77 Duke Energy shares in Q2 2026, an estimated $9.71K.
  • Duke Energy made up 0.24% of MBA Advisors's portfolio in Q2 2026, its #78 holding.
  • MBA Advisors first reported a position in Duke Energy in Q1 2021 and has held it in 22 quarters since.
  • MBA Advisors's Duke Energy position peaked at $727K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.