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Palisade Capital Management’s Duke Energy DUK Stock Holding History

Palisade Capital 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 		$701K Buy
5,541
+162
+3% +$20.4K 0.03% 253
2026
Q1 		$704K Buy
5,379
+2,493
+86% +$312K 0.02% 253
2025
Q4 		$338K Buy
+2,886
New +$352K 0.01% 348
2013
Q4 		– Sell
-33,990
Closed -$2.27M – 441
2013
Q3 		$2.27M Sell
33,990
-25,151
-43% -$1.72M 0.06% 308
2013
Q2 		$3.99M Buy
+59,141
New +$4.18M 0.11% 256

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

Palisade Capital Management's DUK Position: Q2 2026 in Review

Palisade Capital Management increased its Duke Energy (DUK) stake by 3% in Q2 2026, buying an estimated $20.4K and bringing the position to 5,541 shares worth $701K. The position accounts for 0.03% of the portfolio, ranked #253.

Palisade Capital Management first reported a position in DUK in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.99M in Q2 2013. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Palisade Capital Management held 5,541 shares of Duke Energy worth $701K as of Q2 2026.
  • Palisade Capital Management bought 162 Duke Energy shares in Q2 2026, an estimated $20.4K.
  • Duke Energy made up 0.03% of Palisade Capital Management's portfolio in Q2 2026, its #253 holding.
  • Palisade Capital Management first reported a position in Duke Energy in Q2 2013 and has held it in 5 quarters since.
  • Palisade Capital Management's Duke Energy position peaked at $3.99M in Q2 2013.
  • 2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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