PMIA
DUK icon

Patrick Mauro Investment Advisor’s Duke Energy DUK Stock Holding History

Patrick Mauro Investment Advisor’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 		$2.05M Buy
16,196
+212
+1% +$26.7K 1.03% 31
2026
Q1 		$2.09M Buy
15,984
+2,256
+16% +$282K 1.05% 30
2025
Q4 		$1.61M Sell
13,728
-88
-0.6% -$10.7K 0.84% 32
2025
Q3 		$1.71M Sell
13,816
-1,097
-7% -$133K 0.9% 32
2025
Q2 		$1.76M Sell
14,913
-5,991
-29% -$707K 1% 29
2025
Q1 		$2.55M Sell
20,904
-968
-4% -$110K 1.39% 28
2024
Q4 		$2.36M Buy
21,872
+51
+0.2% +$5.78K 1.35% 27
2024
Q3 		$2.52M Sell
21,821
-8,219
-27% -$915K 1.33% 29
2024
Q2 		$3.01M Sell
30,040
-742
-2% -$74.2K 1.75% 23
2024
Q1 		$2.98M Sell
30,782
-11,631
-27% -$1.1M 1.69% 24
2023
Q4 		$4.12M Sell
42,413
-4,379
-9% -$398K 2.45% 17
2023
Q3 		$4.13M Buy
46,792
+4,342
+10% +$398K 2.68% 16
2023
Q2 		$3.81M Buy
42,450
+16,170
+62% +$1.53M 2.35% 18
2023
Q1 		$2.54M Sell
26,280
-882
-3% -$87.1K 1.58% 25
2022
Q4 		$2.8M Buy
27,162
+2,728
+11% +$262K 1.81% 24
2022
Q3 		$2.27M Buy
+24,434
New +$2.62M 1.64% 26

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 Mauro Investment Advisor's DUK Position: Q2 2026 in Review

Patrick Mauro Investment Advisor increased its Duke Energy (DUK) stake by 1.3% in Q2 2026, buying an estimated $26.7K and bringing the position to 16,196 shares worth $2.05M. The position accounts for 1.03% of the portfolio, ranked #31.

Patrick Mauro Investment Advisor first reported a position in DUK in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.13M in Q3 2023. 2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Patrick Mauro Investment Advisor held 16,196 shares of Duke Energy worth $2.05M as of Q2 2026.
  • Patrick Mauro Investment Advisor bought 212 Duke Energy shares in Q2 2026, an estimated $26.7K.
  • Duke Energy made up 1.03% of Patrick Mauro Investment Advisor's portfolio in Q2 2026, its #31 holding.
  • Patrick Mauro Investment Advisor first reported a position in Duke Energy in Q3 2022 and has held it in 16 quarters since.
  • Patrick Mauro Investment Advisor's Duke Energy position peaked at $4.13M in Q3 2023.
  • 2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Patrick Mauro Investment Advisor's 13F filing for Q2 2026, filed 10 Aug 2026.