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Thompson David Blair’s Duke Energy DUK Stock Holding History

Thompson David Blair’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 		$553K Buy
4,368
+89
+2% +$11.2K 0.28% 116
2026
Q1 		$560K Sell
4,279
-2,390
-36% -$299K 0.32% 96
2025
Q4 		$782K Buy
+6,669
New +$814K 0.45% 65

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Thompson David Blair's DUK Position: Q2 2026 in Review

Thompson David Blair increased its Duke Energy (DUK) stake by 2.1% in Q2 2026, buying an estimated $11.2K and bringing the position to 4,368 shares worth $553K. The position accounts for 0.28% of the portfolio, ranked #116.

Thompson David Blair first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $782K in Q4 2025. 2,382 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Thompson David Blair held 4,368 shares of Duke Energy worth $553K as of Q2 2026.
  • Thompson David Blair bought 89 Duke Energy shares in Q2 2026, an estimated $11.2K.
  • Duke Energy made up 0.28% of Thompson David Blair's portfolio in Q2 2026, its #116 holding.
  • Thompson David Blair first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Thompson David Blair's Duke Energy position peaked at $782K in Q4 2025.
  • 2,382 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.