Prelude Capital Management’s Duke Energy DUK Stock Holding History

Prelude Capital 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	$432K	Buy	3,410 +1,294	+61%	+$163K	0.03%	591
2026 Q1	$277K	Buy	+2,116	New	+$265K	0.02%	745
2025 Q2	–	Sell	-2,125	Closed	-$259K	–	1088
2025 Q1	$259K	Buy	2,125 +268	+14%	+$30.5K	0.02%	778
2024 Q4	$200K	Buy	+1,857	New	+$210K	0.01%	997
2022 Q1	–	Sell	-13,953	Closed	-$1.46M	–	1922
2021 Q4	$1.46M	Buy	+13,953	New	+$1.41M	0.04%	445
2021 Q3	–	Sell	-6,599	Closed	-$651K	–	1810
2021 Q2	$651K	Buy	6,599 +2,468	+60%	+$248K	0.02%	824
2021 Q1	$399K	Buy	+4,131	New	+$377K	0.01%	1005
2020 Q4	–	Sell	-1,573	Closed	-$139K	–	1443
2020 Q3	$139K	Buy	+1,573	New	+$130K	0.01%	798
2018 Q3	–	Sell	-11,186	Closed	-$885K	–	1792
2018 Q2	$885K	Buy	11,186 +1,484	+15%	+$114K	0.06%	364
2018 Q1	$752K	Buy	+9,702	New	+$750K	0.05%	344
2015 Q2	–	Sell	-3,180	Closed	-$244K	–	1776
2015 Q1	$244K	Buy	3,180 +2,145	+207%	+$174K	0.03%	580
2014 Q4	$86K	Buy	+1,035	New	+$83.5K	0.01%	1060
2014 Q3	–	Sell	-2,791	Closed	-$207K	–	1915
2014 Q2	$207K	Buy	+2,791	New	+$201K	0.03%	733
2014 Q1	–	Sell	-23,558	Closed	-$1.63M	–	1924
2013 Q4	$1.63M	Buy	+23,558	New	+$1.65M	0.27%	69

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prelude Capital Management's DUK Position: Q2 2026 in Review

Prelude Capital Management increased its Duke Energy (DUK) stake by 61% in Q2 2026, buying an estimated $163K and bringing the position to 3,410 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #591.

Prelude Capital Management first reported a position in DUK in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.63M in Q4 2013. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Prelude Capital Management held 3,410 shares of Duke Energy worth $432K as of Q2 2026.
Prelude Capital Management bought 1,294 Duke Energy shares in Q2 2026, an estimated $163K.
Duke Energy made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #591 holding.
Prelude Capital Management first reported a position in Duke Energy in Q4 2013 and has held it in 14 quarters since.
Prelude Capital Management's Duke Energy position peaked at $1.63M in Q4 2013.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.