Nalls Sherbakoff Group’s Duke Energy DUK Stock Holding History

Nalls Sherbakoff Group’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	$362K	Sell	2,861 -252	-8%	-$31.8K	0.26%	63
2026 Q1	$408K	Buy	3,113 +16	+0.5%	+$2K	0.3%	58
2025 Q4	$363K	Buy	3,097 +286	+10%	+$34.9K	0.26%	59
2025 Q3	$348K	Buy	2,811 +16	+0.6%	+$1.94K	0.23%	64
2025 Q2	$330K	Buy	2,795 +17	+0.6%	+$2.01K	0.24%	68
2025 Q1	$339K	Buy	+2,778	New	+$317K	0.28%	61
2023 Q4	$278K	Buy	2,866 +19	+0.7%	+$1.73K	0.25%	60
2023 Q3	$251K	Buy	2,847 +131	+5%	+$12K	0.24%	57
2023 Q2	$243K	Sell	2,716 -50	-2%	-$4.72K	0.24%	60
2023 Q1	$266K	Buy	+2,766	New	+$273K	0.26%	55
2018 Q4	$228K	Buy	+2,640	New	+$225K	0.36%	46

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 $3.38T AUM 44.17% 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

Nalls Sherbakoff Group's DUK Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Duke Energy (DUK) stake by 8.1% in Q2 2026, selling an estimated $31.8K and leaving 2,861 shares worth $362K. The position accounts for 0.26% of the portfolio, ranked #63.

Nalls Sherbakoff Group first reported a position in DUK in Q4 2018 and has held it in 11 quarters since. The position peaked at $408K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Nalls Sherbakoff Group held 2,861 shares of Duke Energy worth $362K as of Q2 2026.
Nalls Sherbakoff Group sold 252 Duke Energy shares in Q2 2026, an estimated $31.8K.
Duke Energy made up 0.26% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #63 holding.
Nalls Sherbakoff Group first reported a position in Duke Energy in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Duke Energy position peaked at $408K in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.