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Paradigm Asset Management’s Duke Energy DUK Stock Holding History

Paradigm 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 		– Sell
-2,500
Closed -$327K – 444
2026
Q1 		$327K Hold
2,500
– – 0.08% 241
2025
Q4 		$293K Sell
2,500
-200
-7% -$24.4K 0.07% 248
2025
Q3 		$334K Hold
2,700
– – 0.08% 234
2025
Q2 		$319K Sell
2,700
-11,100
-80% -$1.31M 0.08% 237
2025
Q1 		$1.68M Hold
13,800
– – 0.45% 64
2024
Q4 		$1.49M Sell
13,800
-1,100
-7% -$125K 0.41% 69
2024
Q3 		$1.72M Hold
14,900
– – 0.45% 68
2024
Q2 		$1.49M Buy
+14,900
New +$1.49M 0.42% 71
2016
Q4 		– Sell
-8,200
Closed -$656K – 599
2016
Q3 		$656K Buy
+8,200
New +$679K 0.11% 196
2015
Q1 		– Sell
-8,750
Closed -$731K – 805
2014
Q4 		$731K Hold
8,750
– – 0.09% 215
2014
Q3 		$654K Sell
8,750
-500
-5% -$36.5K 0.09% 226
2014
Q2 		$686K Buy
+9,250
New +$665K 0.09% 231

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

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

Paradigm Asset Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 2,500 shares — an estimated $327K sold.

Paradigm Asset Management first reported a position in DUK in Q2 2014 and held it in 12 quarters. The position peaked at $1.72M in Q3 2024. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Paradigm Asset Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Paradigm Asset Management sold 2,500 Duke Energy shares in Q2 2026, an estimated $327K.
  • Paradigm Asset Management first reported a position in Duke Energy in Q2 2014 and held it in 12 quarters.
  • Paradigm Asset Management's Duke Energy position peaked at $1.72M in Q3 2024.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Paradigm Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.