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Palladiem’s Duke Energy DUK Stock Holding History

Palladiem’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 		$160K Sell
1,265
-254
-17% -$32K 0.16% 61
2026
Q1 		$202K Buy
1,519
+5
+0.3% +$625 0.19% 53
2025
Q4 		$178K Buy
+1,514
New +$185K 0.17% 55

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 $3.38T AUM 44.17% 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

Palladiem's DUK Position: Q2 2026 in Review

Palladiem reduced its Duke Energy (DUK) stake by 17% in Q2 2026, selling an estimated $32K and leaving 1,265 shares worth $160K. The position accounts for 0.16% of the portfolio, ranked #61.

Palladiem first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $202K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Palladiem held 1,265 shares of Duke Energy worth $160K as of Q2 2026.
  • Palladiem sold 254 Duke Energy shares in Q2 2026, an estimated $32K.
  • Duke Energy made up 0.16% of Palladiem's portfolio in Q2 2026, its #61 holding.
  • Palladiem first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Palladiem's Duke Energy position peaked at $202K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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