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Principal Securities’s Duke Energy DUK Stock Holding History

Principal Securities’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 		$6.69M Sell
52,886
-3,575
-6% -$451K 0.08% 222
2026
Q1 		$7.39M Buy
56,461
+1,520
+3% +$190K 0.11% 174
2025
Q4 		$6.44M Buy
54,941
+4,112
+8% +$502K 0.1% 193
2025
Q3 		$6.29M Buy
50,829
+5,990
+13% +$727K 0.1% 187
2025
Q2 		$5.29M Buy
44,839
+4,707
+12% +$555K 0.1% 195
2025
Q1 		$4.32M Buy
40,132
+82
+0.2% +$9.35K 0.1% 207
2024
Q4 		$4.32M Buy
40,050
+5,258
+15% +$596K 0.1% 205
2024
Q3 		$4.01M Buy
34,792
+3,208
+10% +$357K 0.1% 198
2024
Q2 		$3.17M Buy
31,584
+1,759
+6% +$176K 0.09% 217
2024
Q1 		$2.88M Buy
29,825
+3,395
+13% +$322K 0.09% 208
2023
Q4 		$2.56M Buy
+26,430
New +$2.4M 0.1% 206

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

Principal Securities's DUK Position: Q2 2026 in Review

Principal Securities reduced its Duke Energy (DUK) stake by 6.3% in Q2 2026, selling an estimated $451K and leaving 52,886 shares worth $6.69M. The position accounts for 0.08% of the portfolio, ranked #222.

Principal Securities first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.39M in Q1 2026. 2,488 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Principal Securities held 52,886 shares of Duke Energy worth $6.69M as of Q2 2026.
  • Principal Securities sold 3,575 Duke Energy shares in Q2 2026, an estimated $451K.
  • Duke Energy made up 0.08% of Principal Securities's portfolio in Q2 2026, its #222 holding.
  • Principal Securities first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Duke Energy position peaked at $7.39M in Q1 2026.
  • 2,488 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.