MRP
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Measured Risk Portfolios’s Duke Energy DUK Stock Holding History

Measured Risk Portfolios’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 		$2.34M Sell
18,453
-1,000
-5% -$126K 2.08% 9
2026
Q1 		$2.55M Buy
19,453
+638
+3% +$79.8K 2.79% 8
2025
Q4 		$2.21M Sell
18,815
-1,396
-7% -$170K 2.19% 15
2025
Q3 		$2.5M Buy
20,211
+196
+1% +$23.8K 2.33% 7
2025
Q2 		$2.36M Sell
20,015
-678
-3% -$80K 2.28% 11
2025
Q1 		$2.52M Sell
20,693
-257
-1% -$29.3K 2.71% 9
2024
Q4 		$2.26M Buy
+20,950
New +$2.37M 2.36% 10

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

Measured Risk Portfolios's DUK Position: Q2 2026 in Review

Measured Risk Portfolios reduced its Duke Energy (DUK) stake by 5.1% in Q2 2026, selling an estimated $126K and leaving 18,453 shares worth $2.34M. The position accounts for 2.08% of the portfolio, ranked #9.

Measured Risk Portfolios first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Measured Risk Portfolios held 18,453 shares of Duke Energy worth $2.34M as of Q2 2026.
  • Measured Risk Portfolios sold 1,000 Duke Energy shares in Q2 2026, an estimated $126K.
  • Duke Energy made up 2.08% of Measured Risk Portfolios's portfolio in Q2 2026, its #9 holding.
  • Measured Risk Portfolios first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Measured Risk Portfolios's Duke Energy position peaked at $2.55M in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Measured Risk Portfolios's 13F filing for Q2 2026, filed 12 Aug 2026.