Objectivity Squared’s Duke Energy DUK Stock Holding History

Objectivity Squared’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	$471K	Sell	3,718 -8	-0.2%	-$1.01K	0.27%	34
2026 Q1	$488K	Buy	3,726 +2	+0.1%	+$250	0.31%	33
2025 Q4	$437K	Buy	3,724 +2	+0.1%	+$244	0.24%	39
2025 Q3	$461K	Buy	3,722 +2	+0.1%	+$243	0.27%	37
2025 Q2	$439K	Buy	3,720 +2	+0.1%	+$236	0.3%	34
2025 Q1	$442K	Buy	3,718 +2	+0.1%	+$228	0.37%	25
2024 Q4	$393K	Buy	3,716 +2	+0.1%	+$227	0.27%	31
2024 Q3	$409K	Buy	3,714 +2	+0.1%	+$223	0.28%	32
2024 Q2	$395K	Buy	3,712 +2	+0.1%	+$200	0.3%	31
2024 Q1	$354K	Buy	3,710 +155	+4%	+$14.7K	0.31%	32
2023 Q4	$345K	Buy	+3,555	New	+$323K	0.34%	31

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

Objectivity Squared's DUK Position: Q2 2026 in Review

Objectivity Squared reduced its Duke Energy (DUK) stake by 0.21% in Q2 2026, selling an estimated $1.01K and leaving 3,718 shares worth $471K. The position accounts for 0.27% of the portfolio, ranked #34.

Objectivity Squared first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $488K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Objectivity Squared held 3,718 shares of Duke Energy worth $471K as of Q2 2026.
Objectivity Squared sold 8 Duke Energy shares in Q2 2026, an estimated $1.01K.
Duke Energy made up 0.27% of Objectivity Squared's portfolio in Q2 2026, its #34 holding.
Objectivity Squared first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
Objectivity Squared's Duke Energy position peaked at $488K in Q1 2026.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Objectivity Squared's 13F filing for Q2 2026, filed 7 Aug 2026.