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Prostatis Group’s Duke Energy DUK Stock Holding History

Prostatis Group’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 		$392K Buy
3,094
+101
+3% +$12.7K 0.09% 122
2026
Q1 		$392K Buy
2,993
+115
+4% +$14.4K 0.1% 115
2025
Q4 		$337K Buy
2,878
+18
+0.6% +$2.2K 0.08% 126
2025
Q3 		$354K Sell
2,860
-103
-3% -$12.5K 0.09% 113
2025
Q2 		$350K Sell
2,963
-367
-11% -$43.3K 0.1% 110
2025
Q1 		$406K Sell
3,330
-300
-8% -$34.2K 0.13% 101
2024
Q4 		$391K Buy
3,630
+418
+13% +$47.4K 0.11% 114
2024
Q3 		$370K Sell
3,212
-163
-5% -$18.1K 0.12% 104
2024
Q2 		$338K Sell
3,375
-689
-17% -$68.9K 0.12% 112
2024
Q1 		$393K Buy
4,064
+477
+13% +$45.3K 0.15% 102
2023
Q4 		$348K Buy
3,587
+361
+11% +$32.8K 0.15% 99
2023
Q3 		$297K Sell
3,226
-88,596
-96% -$8.12M 0.15% 87
2023
Q2 		$286K Buy
91,822
+88,863
+3,003% +$8.39M 0.13% 93
2023
Q1 		$291K Sell
2,959
-21
-0.7% -$2.08K 0.15% 82
2022
Q4 		$307K Buy
2,980
+385
+15% +$37K 0.19% 76
2022
Q3 		$241K Buy
2,595
+725
+39% +$77.9K 0.28% 50
2022
Q2 		$201K Buy
1,870
+75
+4% +$8.25K 0.31% 45
2022
Q1 		$200K Buy
+1,795
New +$186K 0.16% 82

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 $3.38T AUM 44.17% 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

Prostatis Group's DUK Position: Q2 2026 in Review

Prostatis Group increased its Duke Energy (DUK) stake by 3.4% in Q2 2026, buying an estimated $12.7K and bringing the position to 3,094 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #122.

Prostatis Group first reported a position in DUK in Q1 2022 and has held it in 18 quarters since. The position peaked at $406K in Q1 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Prostatis Group held 3,094 shares of Duke Energy worth $392K as of Q2 2026.
  • Prostatis Group bought 101 Duke Energy shares in Q2 2026, an estimated $12.7K.
  • Duke Energy made up 0.09% of Prostatis Group's portfolio in Q2 2026, its #122 holding.
  • Prostatis Group first reported a position in Duke Energy in Q1 2022 and has held it in 18 quarters since.
  • Prostatis Group's Duke Energy position peaked at $406K in Q1 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.