Murphy & Mullick Capital Management’s Duke Energy DUK Stock Holding History

Murphy & Mullick Capital 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	$27.8K	Sell	220 -343	-61%	-$43.3K	0.02%	373
2026 Q1	$73.7K	Buy	563 +2	+0.4%	+$250	0.05%	237
2025 Q4	$65.7K	Buy	561 +2	+0.4%	+$244	0.05%	253
2025 Q3	$69.5K	Buy	559 +2	+0.4%	+$243	0.05%	239
2025 Q2	$67K	Buy	557 +2	+0.4%	+$236	0.05%	233
2025 Q1	$67.7K	Buy	555 +2	+0.4%	+$228	0.07%	223
2024 Q4	$59.6K	Buy	+553	New	+$62.6K	0.05%	238

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

Murphy & Mullick Capital Management's DUK Position: Q2 2026 in Review

Murphy & Mullick Capital Management reduced its Duke Energy (DUK) stake by 61% in Q2 2026, selling an estimated $43.3K and leaving 220 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #373.

Murphy & Mullick Capital Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.7K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Murphy & Mullick Capital Management held 220 shares of Duke Energy worth $27.8K as of Q2 2026.
Murphy & Mullick Capital Management sold 343 Duke Energy shares in Q2 2026, an estimated $43.3K.
Duke Energy made up 0.02% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #373 holding.
Murphy & Mullick Capital Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
Murphy & Mullick Capital Management's Duke Energy position peaked at $73.7K in Q1 2026.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.