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Metis Global Partners’s Duke Energy DUK Stock Holding History

Metis Global 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 		$10.7M Buy
84,401
+1,459
+2% +$184K 0.24% 70
2026
Q1 		$10.9M Sell
82,942
-1,334
-2% -$167K 0.27% 62
2025
Q4 		$9.88M Buy
84,276
+2,347
+3% +$287K 0.23% 70
2025
Q3 		$10.1M Buy
81,929
+11,817
+17% +$1.43M 0.24% 62
2025
Q2 		$8.27M Buy
70,112
+4,692
+7% +$554K 0.21% 78
2025
Q1 		$7.98M Buy
65,420
+7,521
+13% +$857K 0.22% 78
2024
Q4 		$6.24M Buy
57,899
+2,685
+5% +$304K 0.19% 88
2024
Q3 		$6.37M Buy
55,214
+7,325
+15% +$815K 0.2% 83
2024
Q2 		$4.8M Buy
47,889
+2,539
+6% +$254K 0.16% 103
2024
Q1 		$4.39M Buy
45,350
+324
+0.7% +$30.7K 0.16% 115
2023
Q4 		$4.37M Sell
45,026
-954
-2% -$86.8K 0.17% 110
2023
Q3 		$4.06M Buy
45,980
+5,852
+15% +$537K 0.2% 107
2023
Q2 		$3.6M Buy
40,128
+16,032
+67% +$1.51M 0.19% 105
2023
Q1 		$2.32M Buy
24,096
+8,115
+51% +$802K 0.15% 139
2022
Q4 		$1.65M Buy
15,981
+4,561
+40% +$438K 0.15% 156
2022
Q3 		$1.06M Sell
11,420
-67
-0.6% -$7.2K 0.17% 140
2022
Q2 		$1.23M Sell
11,487
-665
-5% -$73.1K 0.2% 117
2022
Q1 		$1.36M Buy
12,152
+5,445
+81% +$566K 0.16% 119
2021
Q4 		$704K Buy
+6,707
New +$680K 0.2% 121

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 $3.38T AUM 44.17% 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

Metis Global Partners's DUK Position: Q2 2026 in Review

Metis Global Partners increased its Duke Energy (DUK) stake by 1.8% in Q2 2026, buying an estimated $184K and bringing the position to 84,401 shares worth $10.7M. The position accounts for 0.24% of the portfolio, ranked #70.

Metis Global Partners first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.9M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Metis Global Partners held 84,401 shares of Duke Energy worth $10.7M as of Q2 2026.
  • Metis Global Partners bought 1,459 Duke Energy shares in Q2 2026, an estimated $184K.
  • Duke Energy made up 0.24% of Metis Global Partners's portfolio in Q2 2026, its #70 holding.
  • Metis Global Partners first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Metis Global Partners's Duke Energy position peaked at $10.9M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.