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Morningstar Investment Management’s Duke Energy DUK Stock Holding History

Morningstar Investment Management’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 		$3.51M Hold
26,772
– – 0.22% 114
2026
Q1 		$3.51M Buy
26,772
+4,673
+21% +$584K 0.22% 114
2025
Q4 		$2.59M Sell
22,099
-59,615
-73% -$7.28M 0.15% 140
2025
Q3 		$10.1M Buy
+81,714
New +$9.92M 0.37% 58
2025
Q1 		– Sell
-9,128
Closed -$983K – 118
2024
Q4 		$983K Hold
9,128
– – 0.08% 72
2024
Q3 		$1.05M Sell
9,128
-64
-0.7% -$7.12K 0.1% 87
2024
Q2 		$921K Hold
9,192
– – 0.1% 89
2024
Q1 		$889K Hold
9,192
– – 0.1% 92
2023
Q4 		$892K Sell
9,192
-43
-0.5% -$3.91K 0.1% 89
2023
Q3 		$815K Hold
9,235
– – 0.11% 68
2023
Q2 		$829K Buy
+9,235
New +$872K 0.11% 73

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morningstar Investment Management's DUK Position: Q2 2026 in Review

Morningstar Investment Management held its Duke Energy (DUK) position steady in Q2 2026 at 26,772 shares worth $3.51M. The position accounts for 0.22% of the portfolio, ranked #114.

Morningstar Investment Management first reported a position in DUK in Q2 2023 and has held it in 11 quarters since. The position peaked at $10.1M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Morningstar Investment Management held 26,772 shares of Duke Energy worth $3.51M as of Q2 2026.
  • Morningstar Investment Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.22% of Morningstar Investment Management's portfolio in Q2 2026, its #114 holding.
  • Morningstar Investment Management first reported a position in Duke Energy in Q2 2023 and has held it in 11 quarters since.
  • Morningstar Investment Management's Duke Energy position peaked at $10.1M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.