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Operose Advisors’s Duke Energy DUK Stock Holding History

Operose Advisors’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 		– Sell
-22
Closed -$2.88K – 562
2026
Q1 		$2.88K Buy
+22
New +$2.75K ﹤0.01% 477
2024
Q4 		– Sell
-248
Closed -$28.6K – 493
2024
Q3 		$28.6K Hold
248
– – 0.01% 353
2024
Q2 		$24.9K Hold
248
– – 0.01% 325
2024
Q1 		$24K Hold
248
– – 0.01% 357
2023
Q4 		$24.1K Sell
248
-620
-71% -$56.4K 0.01% 330
2023
Q3 		$76.6K Buy
868
+629
+263% +$57.7K 0.03% 241
2023
Q2 		$21.4K Hold
239
– – 0.01% 228
2023
Q1 		$23.1K Hold
239
– – 0.01% 213
2022
Q4 		$24.6K Hold
239
– – 0.01% 204
2022
Q3 		$22K Buy
+239
New +$25.7K 0.01% 211
2022
Q1 		– Sell
-575
Closed -$60K – 322
2021
Q4 		$60K Buy
+575
New +$58.3K 0.05% 129

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

Operose Advisors's DUK Position: Q2 2026 in Review

Operose Advisors sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 22 shares — an estimated $2.88K sold.

Operose Advisors first reported a position in DUK in Q4 2021 and held it in 11 quarters. The position peaked at $76.6K in Q3 2023. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Operose Advisors reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 22 Duke Energy shares in Q2 2026, an estimated $2.88K.
  • Operose Advisors first reported a position in Duke Energy in Q4 2021 and held it in 11 quarters.
  • Operose Advisors's Duke Energy position peaked at $76.6K in Q3 2023.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.