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Occudo Quantitative Strategies’s Duke Energy DUK Stock Holding History

Occudo Quantitative Strategies’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 		$4.16M Buy
+32,847
New +$4.14M 0.22% 134
2025
Q2 		– Sell
-24,964
Closed -$2.98M – 696
2025
Q1 		$2.98M Buy
24,964
+16,082
+181% +$1.83M 0.4% 59
2024
Q4 		$957K Buy
+8,882
New +$1.01M 0.17% 178
2024
Q3 		– Sell
-25,350
Closed -$2.54M – 788
2024
Q2 		$2.54M Buy
+25,350
New +$2.54M 0.45% 43
2024
Q1 		– Sell
-2,492
Closed -$242K – 806
2023
Q4 		$242K Buy
+2,492
New +$227K 0.03% 598
2023
Q2 		– Sell
-15,072
Closed -$1.45M – 1076
2023
Q1 		$1.45M Buy
+15,072
New +$1.49M 0.13% 219
2021
Q4 		– Sell
-6,268
Closed -$612K – 1109
2021
Q3 		$612K Buy
+6,268
New +$649K 0.07% 466
2021
Q2 		– Sell
-4,185
Closed -$404K – 917
2021
Q1 		$404K Buy
+4,185
New +$382K 0.09% 401

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 $3.38T AUM 44.17% 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

Occudo Quantitative Strategies's DUK Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Duke Energy (DUK) in Q2 2026: 32,847 shares worth $4.16M. The stake represents 0.22% of the portfolio and ranks #134 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in DUK as recently as Q1 2025.

Occudo Quantitative Strategies first reported a position in DUK in Q1 2021 and has held it in 8 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Occudo Quantitative Strategies held 32,847 shares of Duke Energy worth $4.16M as of Q2 2026.
  • Duke Energy was a new Occudo Quantitative Strategies position in Q2 2026.
  • Duke Energy made up 0.22% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #134 holding.
  • Occudo Quantitative Strategies first reported a position in Duke Energy in Q1 2021 and has held it in 8 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.