MIM
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MTM Investment Management’s Duke Energy DUK Stock Holding History

MTM 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 		$1.58M Sell
12,516
-120
-0.9% -$15.1K 0.45% 63
2026
Q1 		$1.65M Buy
12,636
+11
+0.1% +$1.38K 0.52% 50
2025
Q4 		$1.48M Sell
12,625
-267
-2% -$32.6K 0.47% 55
2025
Q3 		$1.6M Buy
12,892
+19
+0.1% +$2.31K 0.51% 51
2025
Q2 		$1.52M Sell
12,873
-342
-3% -$40.4K 0.51% 49
2025
Q1 		$1.6M Buy
13,215
+19
+0.1% +$2.17K 0.62% 43
2024
Q4 		$1.42M Sell
13,196
-36
-0.3% -$4.08K 0.55% 46
2024
Q3 		$1.51M Sell
13,232
-130
-1% -$14.5K 0.59% 45
2024
Q2 		$1.34M Sell
13,362
-979
-7% -$97.9K 0.55% 49
2024
Q1 		$1.39M Buy
14,341
+23
+0.2% +$2.18K 0.57% 48
2023
Q4 		$1.39M Sell
14,318
-276
-2% -$25.1K 0.63% 45
2023
Q3 		$1.29M Sell
14,594
-310
-2% -$28.4K 0.65% 45
2023
Q2 		$1.34M Buy
14,904
+895
+6% +$84.5K 0.65% 44
2023
Q1 		$1.35M Sell
14,009
-129
-0.9% -$12.7K 0.69% 41
2022
Q4 		$1.46M Buy
14,138
+27
+0.2% +$2.59K 0.76% 35
2022
Q3 		$1.31M Sell
14,111
-491
-3% -$52.7K 0.75% 35
2022
Q2 		$1.6M Buy
14,602
+2,099
+17% +$231K 0.86% 32
2022
Q1 		$1.4M Buy
12,503
+31
+0.2% +$3.22K 0.68% 41
2021
Q4 		$1.31M Buy
12,472
+30
+0.2% +$3.04K 0.62% 45
2021
Q3 		$1.21M Buy
12,442
+316
+3% +$32.7K 0.66% 44
2021
Q2 		$1.2M Sell
12,126
-153
-1% -$15.4K 0.63% 49
2021
Q1 		$1.19M Sell
12,279
-67
-0.5% -$6.12K 0.67% 47
2020
Q4 		$1.13M Buy
+12,346
New +$1.14M 0.7% 41

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 $3.38T AUM 44.17% 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

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

MTM Investment Management reduced its Duke Energy (DUK) stake by 0.95% in Q2 2026, selling an estimated $15.1K and leaving 12,516 shares worth $1.58M. The position accounts for 0.45% of the portfolio, ranked #63.

MTM Investment Management first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.65M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • MTM Investment Management held 12,516 shares of Duke Energy worth $1.58M as of Q2 2026.
  • MTM Investment Management sold 120 Duke Energy shares in Q2 2026, an estimated $15.1K.
  • Duke Energy made up 0.45% of MTM Investment Management's portfolio in Q2 2026, its #63 holding.
  • MTM Investment Management first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's Duke Energy position peaked at $1.65M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.