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Oxbow Advisors’s Duke Energy DUK Stock Holding History

Oxbow 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 		$544K Buy
4,295
+1,578
+58% +$199K 0.04% 177
2026
Q1 		$356K Buy
2,717
+68
+3% +$8.5K 0.03% 193
2025
Q4 		$310K Hold
2,649
– – 0.03% 209
2025
Q3 		$328K Hold
2,649
– – 0.03% 187
2025
Q2 		$313K Hold
2,649
– – 0.03% 165
2025
Q1 		$323K Buy
+2,649
New +$302K 0.03% 164

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

Oxbow Advisors's DUK Position: Q2 2026 in Review

Oxbow Advisors increased its Duke Energy (DUK) stake by 58% in Q2 2026, buying an estimated $199K and bringing the position to 4,295 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #177.

Oxbow Advisors first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. 2,489 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Oxbow Advisors held 4,295 shares of Duke Energy worth $544K as of Q2 2026.
  • Oxbow Advisors bought 1,578 Duke Energy shares in Q2 2026, an estimated $199K.
  • Duke Energy made up 0.04% of Oxbow Advisors's portfolio in Q2 2026, its #177 holding.
  • Oxbow Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.