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McAdam LLC’s Duke Energy DUK Stock Holding History

McAdam LLC’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 		$208K Buy
+1,642
New +$207K 0.01% 476
2018
Q4 		– Sell
-606
Closed -$49K – 191
2018
Q3 		$49K Hold
606
– – 0.02% 170
2018
Q2 		$48K Hold
606
– – 0.02% 153
2018
Q1 		$47K Buy
+606
New +$46.8K 0.02% 162

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

McAdam LLC's DUK Position: Q2 2026 in Review

McAdam LLC opened a new position in Duke Energy (DUK) in Q2 2026: 1,642 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: McAdam LLC previously reported a position in DUK as recently as Q3 2018.

McAdam LLC first reported a position in DUK in Q1 2018 and has held it in 4 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • McAdam LLC held 1,642 shares of Duke Energy worth $208K as of Q2 2026.
  • Duke Energy was a new McAdam LLC position in Q2 2026.
  • Duke Energy made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #476 holding.
  • McAdam LLC first reported a position in Duke Energy in Q1 2018 and has held it in 4 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.