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Mizuho Securities USA’s Duke Energy DUK Stock Holding History

Mizuho Securities USA’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 		$7.73M Buy
61,034
+14,021
+30% +$1.77M 0.12% 143
2026
Q1 		$6.16M Sell
47,013
-9,611
-17% -$1.2M 0.15% 149
2025
Q4 		$7.02M Sell
56,624
-13
-0% -$1.59K 0.12% 152
2025
Q3 		$6.94M Buy
56,637
+2,927
+5% +$355K 0.14% 145
2025
Q2 		$6.34M Sell
53,710
-8,424
-14% -$994K 0.14% 150
2025
Q1 		$7.58M Sell
62,134
-11,080
-15% -$1.26M 0.16% 122
2024
Q4 		$7.89M Buy
73,214
+23,154
+46% +$2.62M 0.14% 130
2024
Q3 		$5.77M Sell
50,060
-9,448
-16% -$1.05M 0.12% 142
2024
Q2 		$5.96M Buy
+59,508
New +$5.95M 0.13% 141

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

Mizuho Securities USA's DUK Position: Q2 2026 in Review

Mizuho Securities USA increased its Duke Energy (DUK) stake by 30% in Q2 2026, buying an estimated $1.77M and bringing the position to 61,034 shares worth $7.73M. The position accounts for 0.12% of the portfolio, ranked #143.

Mizuho Securities USA first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.89M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Mizuho Securities USA held 61,034 shares of Duke Energy worth $7.73M as of Q2 2026.
  • Mizuho Securities USA bought 14,021 Duke Energy shares in Q2 2026, an estimated $1.77M.
  • Duke Energy made up 0.12% of Mizuho Securities USA's portfolio in Q2 2026, its #143 holding.
  • Mizuho Securities USA first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • Mizuho Securities USA's Duke Energy position peaked at $7.89M in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.