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Pullen Investment Management’s Duke Energy DUK Stock Holding History

Pullen Investment Management’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 		$1.56M Buy
12,307
+176
+1% +$22.2K 0.72% 52
2026
Q1 		$1.59M Sell
12,131
-152
-1% -$19K 0.8% 53
2025
Q4 		$1.44M Sell
12,283
-87
-0.7% -$10.6K 0.76% 51
2025
Q3 		$1.53M Buy
12,370
+72
+0.6% +$8.74K 0.83% 50
2025
Q2 		$1.45M Sell
12,298
-72
-0.6% -$8.5K 0.87% 50
2025
Q1 		$1.51M Sell
12,370
-477
-4% -$54.4K 0.95% 42
2024
Q4 		$1.38M Sell
12,847
-596
-4% -$67.5K 0.9% 44
2024
Q3 		$1.55M Buy
13,443
+250
+2% +$27.8K 1.13% 31
2024
Q2 		$1.32M Sell
13,193
-412
-3% -$41.2K 1.1% 33
2024
Q1 		$1.32M Buy
+13,605
New +$1.29M 1.11% 32

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

Pullen Investment Management's DUK Position: Q2 2026 in Review

Pullen Investment Management increased its Duke Energy (DUK) stake by 1.5% in Q2 2026, buying an estimated $22.2K and bringing the position to 12,307 shares worth $1.56M. The position accounts for 0.72% of the portfolio, ranked #52.

Pullen Investment Management first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.59M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Pullen Investment Management held 12,307 shares of Duke Energy worth $1.56M as of Q2 2026.
  • Pullen Investment Management bought 176 Duke Energy shares in Q2 2026, an estimated $22.2K.
  • Duke Energy made up 0.72% of Pullen Investment Management's portfolio in Q2 2026, its #52 holding.
  • Pullen Investment Management first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • Pullen Investment Management's Duke Energy position peaked at $1.59M in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.