OF
DUK icon

Outfitter Financial’s Duke Energy DUK Stock Holding History

Outfitter Financial’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 		$1.42M Hold
11,190
– – 0.99% 37
2026
Q1 		$1.47M Sell
11,190
-25
-0.2% -$3.13K 1.13% 34
2025
Q4 		$1.31M Buy
11,215
+140
+1% +$17.1K 1.03% 36
2025
Q3 		$1.37M Buy
11,075
+75
+0.7% +$9.1K 1.11% 35
2025
Q2 		$1.3M Buy
11,000
+1,560
+17% +$184K 1.11% 35
2025
Q1 		$1.15M Sell
9,440
-185
-2% -$21.1K 1.04% 38
2024
Q4 		$1.04M Buy
9,625
+375
+4% +$42.5K 0.83% 43
2024
Q3 		$1.07M Sell
9,250
-250
-3% -$27.8K 0.88% 45
2024
Q2 		$952K Buy
9,500
+535
+6% +$53.5K 0.79% 44
2024
Q1 		$867K Buy
+8,965
New +$851K 0.71% 50
2022
Q1 		– Sell
-600
Closed -$63K – 127
2021
Q4 		$63K Buy
+600
New +$60.8K 0.05% 113

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

Outfitter Financial's DUK Position: Q2 2026 in Review

Outfitter Financial held its Duke Energy (DUK) position steady in Q2 2026 at 11,190 shares worth $1.42M. The position accounts for 0.99% of the portfolio, ranked #37.

Outfitter Financial first reported a position in DUK in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.47M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Outfitter Financial held 11,190 shares of Duke Energy worth $1.42M as of Q2 2026.
  • Outfitter Financial left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.99% of Outfitter Financial's portfolio in Q2 2026, its #37 holding.
  • Outfitter Financial first reported a position in Duke Energy in Q4 2021 and has held it in 11 quarters since.
  • Outfitter Financial's Duke Energy position peaked at $1.47M in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Outfitter Financial's 13F filing for Q2 2026, filed 10 Aug 2026.