NIM
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NEOS Investment Management’s Duke Energy DUK Stock Holding History

NEOS 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 		$16M Buy
126,358
+15,220
+14% +$1.92M 0.06% 210
2026
Q1 		$14.6M Buy
111,138
+4,804
+5% +$601K 0.07% 194
2025
Q4 		$12.5M Buy
106,334
+2,932
+3% +$358K 0.07% 199
2025
Q3 		$12.8M Buy
103,402
+32,059
+45% +$3.89M 0.1% 174
2025
Q2 		$8.42M Buy
71,343
+14,264
+25% +$1.68M 0.1% 167
2025
Q1 		$6.96M Buy
57,079
+10,395
+22% +$1.18M 0.13% 157
2024
Q4 		$5.03M Buy
46,684
+11,200
+32% +$1.27M 0.12% 157
2024
Q3 		$4.09M Buy
35,484
+7,308
+26% +$813K 0.12% 155
2024
Q2 		$2.82M Buy
28,176
+8,964
+47% +$897K 0.12% 161
2024
Q1 		$1.86M Buy
19,212
+8,274
+76% +$785K 0.12% 168
2023
Q4 		$1.06M Buy
10,938
+3,472
+47% +$316K 0.1% 181
2023
Q3 		$659K Buy
+7,466
New +$684K 0.08% 186

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 $3.37T AUM 44.26% 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

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

NEOS Investment Management increased its Duke Energy (DUK) stake by 14% in Q2 2026, buying an estimated $1.92M and bringing the position to 126,358 shares worth $16M. The position accounts for 0.06% of the portfolio, ranked #210.

NEOS Investment Management first reported a position in DUK in Q3 2023 and has held it in 12 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • NEOS Investment Management held 126,358 shares of Duke Energy worth $16M as of Q2 2026.
  • NEOS Investment Management bought 15,220 Duke Energy shares in Q2 2026, an estimated $1.92M.
  • Duke Energy made up 0.06% of NEOS Investment Management's portfolio in Q2 2026, its #210 holding.
  • NEOS Investment Management first reported a position in Duke Energy in Q3 2023 and has held it in 12 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.