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Portfolio Design Labs’s Duke Energy DUK Stock Holding History

Portfolio Design Labs’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 		$398K Buy
3,143
+17
+0.5% +$2.14K 0.07% 173
2026
Q1 		$409K Buy
+3,126
New +$391K 0.07% 176
2024
Q1 		– Sell
-42,750
Closed -$4.15M – 120
2023
Q4 		$4.15M Buy
+42,750
New +$3.89M 1.57% 22

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

Portfolio Design Labs's DUK Position: Q2 2026 in Review

Portfolio Design Labs increased its Duke Energy (DUK) stake by 0.54% in Q2 2026, buying an estimated $2.14K and bringing the position to 3,143 shares worth $398K. The position accounts for 0.07% of the portfolio, ranked #173.

Portfolio Design Labs first reported a position in DUK in Q4 2023 and has held it in 3 quarters since. The position peaked at $4.15M in Q4 2023. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Portfolio Design Labs held 3,143 shares of Duke Energy worth $398K as of Q2 2026.
  • Portfolio Design Labs bought 17 Duke Energy shares in Q2 2026, an estimated $2.14K.
  • Duke Energy made up 0.07% of Portfolio Design Labs's portfolio in Q2 2026, its #173 holding.
  • Portfolio Design Labs first reported a position in Duke Energy in Q4 2023 and has held it in 3 quarters since.
  • Portfolio Design Labs's Duke Energy position peaked at $4.15M in Q4 2023.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.