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Norden Group’s Duke Energy DUK Stock Holding History

Norden 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 		$2.43M Buy
19,163
+2,010
+12% +$254K 0.2% 98
2026
Q1 		$2.25M Sell
17,153
-302
-2% -$37.8K 0.22% 92
2025
Q4 		$2.05M Sell
17,455
-1,735
-9% -$212K 0.2% 99
2025
Q3 		$2.37M Buy
19,190
+135
+0.7% +$16.4K 0.24% 85
2025
Q2 		$2.25M Buy
19,055
+233
+1% +$27.5K 0.24% 85
2025
Q1 		$2.3M Buy
18,822
+263
+1% +$30K 0.26% 75
2024
Q4 		$2M Buy
18,559
+401
+2% +$45.4K 0.23% 91
2024
Q3 		$2.09M Buy
18,158
+10,949
+152% +$1.22M 0.25% 94
2024
Q2 		$723K Buy
7,209
+766
+12% +$76.6K 0.15% 149
2024
Q1 		$623K Buy
6,443
+3,770
+141% +$358K 0.13% 179
2023
Q4 		$259K Buy
2,673
+95
+4% +$8.64K 0.04% 225
2023
Q3 		$228K Buy
+2,578
New +$236K 0.07% 220

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

Norden Group's DUK Position: Q2 2026 in Review

Norden Group increased its Duke Energy (DUK) stake by 12% in Q2 2026, buying an estimated $254K and bringing the position to 19,163 shares worth $2.43M. The position accounts for 0.2% of the portfolio, ranked #98.

Norden Group first reported a position in DUK in Q3 2023 and has held it in 12 quarters since. 2,485 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Norden Group held 19,163 shares of Duke Energy worth $2.43M as of Q2 2026.
  • Norden Group bought 2,010 Duke Energy shares in Q2 2026, an estimated $254K.
  • Duke Energy made up 0.2% of Norden Group's portfolio in Q2 2026, its #98 holding.
  • Norden Group first reported a position in Duke Energy in Q3 2023 and has held it in 12 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.