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McDaniel Terry & Co’s Duke Energy DUK Stock Holding History

McDaniel Terry & Co’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 		$786K Buy
6,213
+45
+0.7% +$5.68K 0.06% 53
2026
Q1 		$808K Buy
6,168
+15
+0.2% +$1.88K 0.07% 55
2025
Q4 		$721K Buy
6,153
+25
+0.4% +$3.05K 0.06% 54
2025
Q3 		$758K Buy
6,128
+35
+0.6% +$4.25K 0.06% 60
2025
Q2 		$719K Sell
6,093
-24
-0.4% -$2.83K 0.06% 58
2025
Q1 		$746K Hold
6,117
– – 0.07% 56
2024
Q4 		$659K Buy
6,117
+2,512
+70% +$285K 0.05% 58
2024
Q3 		$416K Buy
3,605
+27
+0.8% +$3K 0.03% 71
2024
Q2 		$359K Buy
+3,578
New +$358K 0.03% 75

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

McDaniel Terry & Co's DUK Position: Q2 2026 in Review

McDaniel Terry & Co increased its Duke Energy (DUK) stake by 0.73% in Q2 2026, buying an estimated $5.68K and bringing the position to 6,213 shares worth $786K. The position accounts for 0.06% of the portfolio, ranked #53.

McDaniel Terry & Co first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $808K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • McDaniel Terry & Co held 6,213 shares of Duke Energy worth $786K as of Q2 2026.
  • McDaniel Terry & Co bought 45 Duke Energy shares in Q2 2026, an estimated $5.68K.
  • Duke Energy made up 0.06% of McDaniel Terry & Co's portfolio in Q2 2026, its #53 holding.
  • McDaniel Terry & Co first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • McDaniel Terry & Co's Duke Energy position peaked at $808K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.