NOI
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Newton One Investments’s Duke Energy DUK Stock Holding History

Newton One Investments’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 		$5.82K Buy
+46
New +$5.8K ﹤0.01% 126

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Newton One Investments's DUK Position: Q2 2026 in Review

Newton One Investments opened a new position in Duke Energy (DUK) in Q2 2026: 46 shares worth $5.82K. The stake represents ﹤0.01% of the portfolio and ranks #126 among its holdings.

1,769 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Newton One Investments held 46 shares of Duke Energy worth $5.82K as of Q2 2026.
  • Duke Energy was a new Newton One Investments position in Q2 2026.
  • Duke Energy made up ﹤0.01% of Newton One Investments's portfolio in Q2 2026, its #126 holding.
  • 1,769 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.