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Patrick M. Sweeney & Associates’s Duke Energy DUK Stock Holding History

Patrick M. Sweeney & Associates’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 		$273K Buy
2,156
+65
+3% +$8.2K 0.16% 143
2026
Q1 		$274K Buy
2,091
+1
+0% +$125 0.18% 134
2025
Q4 		$245K Hold
2,090
– – 0.15% 146
2025
Q3 		$259K Buy
2,090
+161
+8% +$19.5K 0.17% 135
2025
Q2 		$226K Sell
1,929
-10
-0.5% -$1.18K 0.16% 147
2025
Q1 		$236K Buy
1,939
+1
+0.1% +$114 0.18% 137
2024
Q4 		$209K Buy
1,938
+111
+6% +$12.6K 0.16% 145
2024
Q3 		$211K Buy
+1,827
New +$203K 0.15% 146

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

Patrick M. Sweeney & Associates's DUK Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Duke Energy (DUK) stake by 3.1% in Q2 2026, buying an estimated $8.2K and bringing the position to 2,156 shares worth $273K. The position accounts for 0.16% of the portfolio, ranked #143.

Patrick M. Sweeney & Associates first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $274K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Patrick M. Sweeney & Associates held 2,156 shares of Duke Energy worth $273K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 65 Duke Energy shares in Q2 2026, an estimated $8.2K.
  • Duke Energy made up 0.16% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #143 holding.
  • Patrick M. Sweeney & Associates first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
  • Patrick M. Sweeney & Associates's Duke Energy position peaked at $274K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.