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Monetary Solutions’s Duke Energy DUK Stock Holding History

Monetary Solutions’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 		$50.8K Hold
401
– – 0.04% 126
2026
Q1 		$52.5K Hold
401
– – 0.05% 116
2025
Q4 		$47K Buy
+401
New +$49K 0.05% 120

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Monetary Solutions's DUK Position: Q2 2026 in Review

Monetary Solutions held its Duke Energy (DUK) position steady in Q2 2026 at 401 shares worth $50.8K. The position accounts for 0.04% of the portfolio, ranked #126.

Monetary Solutions first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.5K in Q1 2026. 2,126 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Monetary Solutions held 401 shares of Duke Energy worth $50.8K as of Q2 2026.
  • Monetary Solutions left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.04% of Monetary Solutions's portfolio in Q2 2026, its #126 holding.
  • Monetary Solutions first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's Duke Energy position peaked at $52.5K in Q1 2026.
  • 2,126 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.