MQS Management’s Duke Energy DUK Stock Holding History

MQS 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	$208K	Buy	+1,644	New	+$207K	0.25%	216
2026 Q1	–	Sell	-7,182	Closed	-$842K	–	437
2025 Q4	$842K	Buy	+7,182	New	+$877K	0.5%	31
2025 Q3	–	Sell	-4,087	Closed	-$482K	–	475
2025 Q2	$482K	Buy	+4,087	New	+$482K	0.27%	131
2024 Q4	–	Sell	-7,297	Closed	-$841K	–	129
2024 Q3	$841K	Buy	+7,297	New	+$812K	0.47%	33
2024 Q2	–	Sell	-3,647	Closed	-$353K	–	484
2024 Q1	$353K	Buy	+3,647	New	+$346K	0.2%	198
2023 Q3	–	Sell	-3,659	Closed	-$328K	–	476
2023 Q2	$328K	Sell	3,659 -1,148	-24%	-$108K	0.22%	194
2023 Q1	$464K	Buy	+4,807	New	+$475K	0.3%	110
2022 Q4	–	Sell	-3,862	Closed	-$359K	–	422
2022 Q3	$359K	Buy	+3,862	New	+$415K	0.23%	162
2022 Q1	–	Sell	-2,697	Closed	-$283K	–	359
2021 Q4	$283K	Buy	+2,697	New	+$273K	0.45%	102

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MQS Management's DUK Position: Q2 2026 in Review

MQS Management opened a new position in Duke Energy (DUK) in Q2 2026: 1,644 shares worth $208K. The stake represents 0.25% of the portfolio and ranks #216 among its holdings. This is a return to the name: MQS Management previously reported a position in DUK as recently as Q4 2025.

MQS Management first reported a position in DUK in Q4 2021 and has held it in 9 quarters since. The position peaked at $842K in Q4 2025. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

MQS Management held 1,644 shares of Duke Energy worth $208K as of Q2 2026.
Duke Energy was a new MQS Management position in Q2 2026.
Duke Energy made up 0.25% of MQS Management's portfolio in Q2 2026, its #216 holding.
MQS Management first reported a position in Duke Energy in Q4 2021 and has held it in 9 quarters since.
MQS Management's Duke Energy position peaked at $842K in Q4 2025.
2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MQS Management's 13F filing for Q2 2026, filed 7 Aug 2026.