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Private Capital Management (Florida)’s Duke Energy DUK Stock Holding History

Private Capital Management (Florida)’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 		$342K Hold
2,700
– – 0.03% 173
2026
Q1 		$354K Sell
2,700
-37
-1% -$4.63K 0.04% 161
2025
Q4 		$321K Hold
2,737
– – 0.03% 152
2025
Q3 		$339K Hold
2,737
– – 0.03% 132
2025
Q2 		$323K Hold
2,737
– – 0.03% 134
2025
Q1 		$334K Hold
2,737
– – 0.04% 121
2024
Q4 		$295K Hold
2,737
– – 0.03% 120
2024
Q3 		$316K Sell
2,737
-1,547
-36% -$172K 0.03% 112
2024
Q2 		$429K Sell
4,284
-7,184
-63% -$719K 0.05% 103
2024
Q1 		$1.11M Buy
11,468
+916
+9% +$86.9K 0.12% 56
2023
Q4 		$1.02M Hold
10,552
– – 0.11% 67
2023
Q3 		$931K Buy
10,552
+1,700
+19% +$156K 0.11% 65
2023
Q2 		$794K Buy
8,852
+3,238
+58% +$306K 0.09% 68
2023
Q1 		$542K Buy
5,614
+1,412
+34% +$139K 0.06% 79
2022
Q4 		$433K Buy
4,202
+600
+17% +$57.6K 0.06% 70
2022
Q3 		$335K Buy
+3,602
New +$387K 0.05% 95

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

Private Capital Management (Florida)'s DUK Position: Q2 2026 in Review

Private Capital Management (Florida) held its Duke Energy (DUK) position steady in Q2 2026 at 2,700 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #173.

Private Capital Management (Florida) first reported a position in DUK in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.11M in Q1 2024. 2,488 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Private Capital Management (Florida) held 2,700 shares of Duke Energy worth $342K as of Q2 2026.
  • Private Capital Management (Florida) left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.03% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #173 holding.
  • Private Capital Management (Florida) first reported a position in Duke Energy in Q3 2022 and has held it in 16 quarters since.
  • Private Capital Management (Florida)'s Duke Energy position peaked at $1.11M in Q1 2024.
  • 2,488 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.