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Millstone Evans Group’s Duke Energy DUK Stock Holding History

Millstone Evans Group’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 		$43.2K Buy
341
+44
+15% +$5.55K 0.02% 372
2026
Q1 		$38.9K Buy
297
+103
+53% +$12.9K 0.02% 375
2025
Q4 		$22.7K Hold
194
– – 0.01% 459
2025
Q3 		$24K Hold
194
– – 0.02% 432
2025
Q2 		$22.9K Hold
194
– – 0.02% 427
2025
Q1 		$23.7K Hold
194
– – 0.02% 428
2024
Q4 		$20.9K Buy
+194
New +$22K 0.01% 413

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

Millstone Evans Group's DUK Position: Q2 2026 in Review

Millstone Evans Group increased its Duke Energy (DUK) stake by 15% in Q2 2026, buying an estimated $5.55K and bringing the position to 341 shares worth $43.2K. The position accounts for 0.02% of the portfolio, ranked #372.

Millstone Evans Group first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Millstone Evans Group held 341 shares of Duke Energy worth $43.2K as of Q2 2026.
  • Millstone Evans Group bought 44 Duke Energy shares in Q2 2026, an estimated $5.55K.
  • Duke Energy made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #372 holding.
  • Millstone Evans Group first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.