PP
DUK icon

Patron Partners’s Duke Energy DUK Stock Holding History

Patron Partners’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 		$498K Buy
3,933
+1,581
+67% +$199K 0.19% 123
2026
Q1 		$308K Buy
2,352
+560
+31% +$70K 0.14% 147
2025
Q4 		$210K Sell
1,792
-225
-11% -$27.5K 0.09% 172
2025
Q3 		$250K Hold
2,017
– – 0.11% 160
2025
Q2 		$238K Sell
2,017
-340
-14% -$40.1K 0.12% 160
2025
Q1 		$287K Hold
2,357
– – 0.16% 139
2024
Q4 		$254K Sell
2,357
-50
-2% -$5.66K 0.14% 146
2024
Q3 		$278K Buy
2,407
+226
+10% +$25.2K 0.15% 137
2024
Q2 		$219K Buy
+2,181
New +$218K 0.13% 153

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

Patron Partners's DUK Position: Q2 2026 in Review

Patron Partners increased its Duke Energy (DUK) stake by 67% in Q2 2026, buying an estimated $199K and bringing the position to 3,933 shares worth $498K. The position accounts for 0.19% of the portfolio, ranked #123.

Patron Partners first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Patron Partners held 3,933 shares of Duke Energy worth $498K as of Q2 2026.
  • Patron Partners bought 1,581 Duke Energy shares in Q2 2026, an estimated $199K.
  • Duke Energy made up 0.19% of Patron Partners's portfolio in Q2 2026, its #123 holding.
  • Patron Partners first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Patron Partners's 13F filing for Q2 2026, filed 11 Aug 2026.