OAM
DUK icon

Oxford Asset Management’s Duke Energy DUK Stock Holding History

Oxford Asset Management’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 		$1.79M Buy
+14,171
New +$1.79M 0.88% 20
2025
Q1 		– Sell
-4,900
Closed -$528K – 535
2024
Q4 		$528K Sell
4,900
-3,747
-43% -$424K 0.23% 140
2024
Q3 		$997K Buy
+8,647
New +$962K 0.83% 15

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

Oxford Asset Management's DUK Position: Q2 2026 in Review

Oxford Asset Management opened a new position in Duke Energy (DUK) in Q2 2026: 14,171 shares worth $1.79M. The stake represents 0.88% of the portfolio and ranks #20 among its holdings. This is a return to the name: Oxford Asset Management previously reported a position in DUK as recently as Q4 2024.

Oxford Asset Management first reported a position in DUK in Q3 2024 and has held it in 3 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Oxford Asset Management held 14,171 shares of Duke Energy worth $1.79M as of Q2 2026.
  • Duke Energy was a new Oxford Asset Management position in Q2 2026.
  • Duke Energy made up 0.88% of Oxford Asset Management's portfolio in Q2 2026, its #20 holding.
  • Oxford Asset Management first reported a position in Duke Energy in Q3 2024 and has held it in 3 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Oxford Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.