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Minot DeBlois Advisors’s Duke Energy DUK Stock Holding History

Minot DeBlois Advisors’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 		– Sell
-15
Closed -$1.96K – 238
2026
Q1 		$1.96K Sell
15
-10
-40% -$1.25K ﹤0.01% 193
2025
Q4 		$2.93K Hold
25
– – ﹤0.01% 185
2025
Q3 		$3.09K Sell
25
-25
-50% -$3.03K ﹤0.01% 210
2025
Q2 		$5.9K Hold
50
– – 0.01% 184
2025
Q1 		$6.1K Hold
50
– – 0.01% 183
2024
Q4 		$5.39K Buy
+50
New +$5.66K ﹤0.01% 237

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

Minot DeBlois Advisors's DUK Position: Q2 2026 in Review

Minot DeBlois Advisors sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 15 shares — an estimated $1.96K sold.

Minot DeBlois Advisors first reported a position in DUK in Q4 2024 and held it in 6 quarters. The position peaked at $6.1K in Q1 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Minot DeBlois Advisors reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Minot DeBlois Advisors sold 15 Duke Energy shares in Q2 2026, an estimated $1.96K.
  • Minot DeBlois Advisors first reported a position in Duke Energy in Q4 2024 and held it in 6 quarters.
  • Minot DeBlois Advisors's Duke Energy position peaked at $6.1K in Q1 2025.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.