PUI
DUK icon

Purpose Unlimited Inc’s Duke Energy DUK Stock Holding History

Purpose Unlimited Inc’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 		$140K Sell
1,106
-80
-7% -$10.1K 0.01% 273
2026
Q1 		$155K Sell
1,186
-30
-2% -$3.75K 0.01% 262
2025
Q4 		$143K Buy
+1,216
New +$148K 0.01% 199

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

Purpose Unlimited Inc's DUK Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its Duke Energy (DUK) stake by 6.7% in Q2 2026, selling an estimated $10.1K and leaving 1,106 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #273.

Purpose Unlimited Inc first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $155K in Q1 2026. 2,497 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Purpose Unlimited Inc held 1,106 shares of Duke Energy worth $140K as of Q2 2026.
  • Purpose Unlimited Inc sold 80 Duke Energy shares in Q2 2026, an estimated $10.1K.
  • Duke Energy made up 0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #273 holding.
  • Purpose Unlimited Inc first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's Duke Energy position peaked at $155K in Q1 2026.
  • 2,497 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.