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Ogorek Anthony Joseph’s Duke Energy DUK Stock Holding History

Ogorek Anthony Joseph’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 		$6K Hold
52
– – ﹤0.01% 470
2026
Q1 		$6K Buy
52
+7
+16% +$875 ﹤0.01% 459
2025
Q4 		$5K Sell
45
-47
-51% -$5.74K ﹤0.01% 477
2025
Q3 		$11K Buy
92
+3
+3% +$364 ﹤0.01% 377
2025
Q2 		$10K Hold
89
– – ﹤0.01% 378
2025
Q1 		$10K Buy
+89
New +$10.1K ﹤0.01% 359
2016
Q3 		– Sell
-178
Closed -$15K – 69
2016
Q2 		$15K Buy
+178
New +$14.2K 0.01% 50

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

Ogorek Anthony Joseph's DUK Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Duke Energy (DUK) position steady in Q2 2026 at 52 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Ogorek Anthony Joseph first reported a position in DUK in Q2 2016 and has held it in 7 quarters since. The position peaked at $15K in Q2 2016. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Ogorek Anthony Joseph held 52 shares of Duke Energy worth $6K as of Q2 2026.
  • Ogorek Anthony Joseph left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #470 holding.
  • Ogorek Anthony Joseph first reported a position in Duke Energy in Q2 2016 and has held it in 7 quarters since.
  • Ogorek Anthony Joseph's Duke Energy position peaked at $15K in Q2 2016.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.