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Plato Investment Management’s Duke Energy DUK Stock Holding History

Plato Investment 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
-795
Closed -$104K – 519
2026
Q1 		$104K Buy
+795
New +$99.4K 0.01% 430
2025
Q4 		– Sell
-1,935
Closed -$238K – 523
2025
Q3 		$238K Hold
1,935
– – 0.02% 385
2025
Q2 		$227K Hold
1,935
– – 0.02% 396
2025
Q1 		$239K Hold
1,935
– – 0.02% 382
2024
Q4 		$209K Sell
1,935
-1,530
-44% -$173K 0.02% 406
2024
Q3 		$399K Buy
3,465
+397
+13% +$44.2K 0.03% 330
2024
Q2 		$308K Hold
3,068
– – 0.03% 302
2024
Q1 		$297K Hold
3,068
– – 0.03% 297
2023
Q4 		$298K Buy
+3,068
New +$279K 0.37% 72

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

Plato Investment Management's DUK Position: Q2 2026 in Review

Plato Investment Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 795 shares — an estimated $104K sold.

Plato Investment Management first reported a position in DUK in Q4 2023 and held it in 9 quarters. The position peaked at $399K in Q3 2024. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Plato Investment Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Plato Investment Management sold 795 Duke Energy shares in Q2 2026, an estimated $104K.
  • Plato Investment Management first reported a position in Duke Energy in Q4 2023 and held it in 9 quarters.
  • Plato Investment Management's Duke Energy position peaked at $399K in Q3 2024.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.