McDonald Partners’s Duke Energy DUK Stock Holding History

McDonald Partners’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	$11K	Buy	+87	New	+$11K	﹤0.01%	469
2022 Q3	–	Sell	-3,062	Closed	-$328K	–	229
2022 Q2	$328K	Buy	+3,062	New	+$337K	0.08%	224
2022 Q1	–	Sell	-43	Closed	-$4.51K	–	407
2021 Q4	$4.51K	Sell	43 -3,580	-99%	-$363K	﹤0.01%	260
2021 Q3	$354K	Buy	3,623 +227	+7%	+$23.5K	0.08%	230
2021 Q2	$335K	Buy	3,396 +1,252	+58%	+$126K	0.08%	236
2021 Q1	$207K	Sell	2,144 -348	-14%	-$31.8K	0.05%	274
2020 Q4	$228K	Buy	+2,492	New	+$231K	0.06%	251

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

McDonald Partners's DUK Position: Q2 2026 in Review

McDonald Partners opened a new position in Duke Energy (DUK) in Q2 2026: 87 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: McDonald Partners previously reported a position in DUK as recently as Q2 2022.

McDonald Partners first reported a position in DUK in Q4 2020 and has held it in 7 quarters since. The position peaked at $354K in Q3 2021. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

McDonald Partners held 87 shares of Duke Energy worth $11K as of Q2 2026.
Duke Energy was a new McDonald Partners position in Q2 2026.
Duke Energy made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #469 holding.
McDonald Partners first reported a position in Duke Energy in Q4 2020 and has held it in 7 quarters since.
McDonald Partners's Duke Energy position peaked at $354K in Q3 2021.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.