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Probity Advisors’s Duke Energy DUK Stock Holding History

Probity Advisors’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 		$616K Buy
4,869
+89
+2% +$11.2K 0.09% 143
2026
Q1 		$626K Sell
4,780
-217
-4% -$27.1K 0.1% 134
2025
Q4 		$586K Sell
4,997
-115
-2% -$14K 0.09% 136
2025
Q3 		$633K Sell
5,112
-61
-1% -$7.4K 0.1% 131
2025
Q2 		$610K Sell
5,173
-179
-3% -$21.1K 0.11% 131
2025
Q1 		$653K Buy
5,352
+141
+3% +$16.1K 0.13% 120
2024
Q4 		$561K Buy
5,211
+284
+6% +$32.2K 0.11% 131
2024
Q3 		$568K Sell
4,927
-706
-13% -$78.6K 0.11% 135
2024
Q2 		$565K Buy
5,633
+848
+18% +$84.8K 0.12% 134
2024
Q1 		$463K Buy
4,785
+611
+15% +$58K 0.1% 151
2023
Q4 		$405K Buy
4,174
+154
+4% +$14K 0.09% 158
2023
Q3 		$355K Buy
4,020
+63
+2% +$5.78K 0.08% 145
2023
Q2 		$355K Buy
+3,957
New +$373K 0.08% 148
2022
Q4 		$465K Sell
4,515
-216
-5% -$20.7K 0.11% 121
2022
Q3 		$440K Sell
4,731
-413
-8% -$44.4K 0.11% 115
2022
Q2 		$551K Sell
5,144
-205
-4% -$22.5K 0.13% 109
2022
Q1 		$597K Sell
5,349
-229
-4% -$23.8K 0.12% 113
2021
Q4 		$585K Sell
5,578
-170
-3% -$17.2K 0.12% 123
2021
Q3 		$561K Sell
5,748
-183
-3% -$18.9K 0.12% 128
2021
Q2 		$586K Buy
5,931
+532
+10% +$53.4K 0.12% 123
2021
Q1 		$521K Buy
+5,399
New +$493K 0.12% 123

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

Probity Advisors's DUK Position: Q2 2026 in Review

Probity Advisors increased its Duke Energy (DUK) stake by 1.9% in Q2 2026, buying an estimated $11.2K and bringing the position to 4,869 shares worth $616K. The position accounts for 0.09% of the portfolio, ranked #143.

Probity Advisors first reported a position in DUK in Q1 2021 and has held it in 21 quarters since. The position peaked at $653K in Q1 2025. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Probity Advisors held 4,869 shares of Duke Energy worth $616K as of Q2 2026.
  • Probity Advisors bought 89 Duke Energy shares in Q2 2026, an estimated $11.2K.
  • Duke Energy made up 0.09% of Probity Advisors's portfolio in Q2 2026, its #143 holding.
  • Probity Advisors first reported a position in Duke Energy in Q1 2021 and has held it in 21 quarters since.
  • Probity Advisors's Duke Energy position peaked at $653K in Q1 2025.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.