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PSI Advisors’s Duke Energy DUK Stock Holding History

PSI 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 		$321K Sell
2,538
-45
-2% -$5.68K 0.07% 114
2026
Q1 		$338K Hold
2,583
– – 0.08% 116
2025
Q4 		$303K Hold
2,583
– – 0.08% 98
2025
Q3 		$320K Buy
2,583
+100
+4% +$12.1K 0.08% 105
2025
Q2 		$293K Sell
2,483
-418
-14% -$49.3K 0.14% 84
2025
Q1 		$354K Sell
2,901
-2,112
-42% -$241K 0.12% 87
2024
Q4 		$540K Sell
5,013
-589
-11% -$66.7K 0.16% 74
2024
Q3 		$646K Sell
5,602
-650
-10% -$72.3K 0.19% 71
2024
Q2 		$627K Sell
6,252
-24
-0.4% -$2.4K 0.2% 70
2024
Q1 		$607K Sell
6,276
-1,705
-21% -$162K 0.22% 66
2023
Q4 		$774K Buy
7,981
+516
+7% +$46.9K 0.29% 65
2023
Q3 		$659K Buy
7,465
+1,053
+16% +$96.5K 0.29% 62
2023
Q2 		$575K Buy
6,412
+1,500
+31% +$142K 0.25% 68
2023
Q1 		$474K Buy
4,912
+426
+9% +$42.1K 0.23% 75
2022
Q4 		$462K Sell
4,486
-1,084
-19% -$104K 0.25% 70
2022
Q3 		$518K Sell
5,570
-2
-0% -$215 0.27% 68
2022
Q2 		$597K Buy
5,572
+42
+0.8% +$4.62K 0.29% 70
2022
Q1 		$618K Sell
5,530
-362
-6% -$37.6K 0.25% 77
2021
Q4 		$618K Buy
5,892
+58
+1% +$5.88K 0.25% 84
2021
Q3 		$569K Sell
5,834
-430
-7% -$44.5K 0.26% 72
2021
Q2 		$618K Sell
6,264
-2,009
-24% -$202K 0.33% 64
2021
Q1 		$798K Buy
8,273
+508
+7% +$46.4K 0.47% 51
2020
Q4 		$711K Sell
7,765
-4,926
-39% -$456K 0.49% 46
2020
Q3 		$1.12M Buy
12,691
+2,777
+28% +$229K 0.86% 26
2020
Q2 		$792K Buy
9,914
+2,969
+43% +$251K 0.64% 35
2020
Q1 		$561K Buy
6,945
+1,101
+19% +$101K 0.52% 43
2019
Q4 		$533K Buy
+5,844
New +$536K 0.34% 62

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

PSI Advisors's DUK Position: Q2 2026 in Review

PSI Advisors reduced its Duke Energy (DUK) stake by 1.7% in Q2 2026, selling an estimated $5.68K and leaving 2,538 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #114.

PSI Advisors first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.12M in Q3 2020. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • PSI Advisors held 2,538 shares of Duke Energy worth $321K as of Q2 2026.
  • PSI Advisors sold 45 Duke Energy shares in Q2 2026, an estimated $5.68K.
  • Duke Energy made up 0.07% of PSI Advisors's portfolio in Q2 2026, its #114 holding.
  • PSI Advisors first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • PSI Advisors's Duke Energy position peaked at $1.12M in Q3 2020.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.