QIM
DUK icon

Quest Investment Management’s Duke Energy DUK Stock Holding History

Quest 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 		– Sell
-2,146
Closed -$281K – 119
2026
Q1 		$281K Buy
2,146
+10
+0.5% +$1.25K 0.03% 108
2025
Q4 		$250K Sell
2,136
-538
-20% -$65.7K 0.03% 117
2025
Q3 		$331K Buy
2,674
+11
+0.4% +$1.33K 0.03% 112
2025
Q2 		$314K Buy
+2,663
New +$314K 0.03% 112

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

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

Quest Investment Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 2,146 shares — an estimated $281K sold.

Quest Investment Management first reported a position in DUK in Q2 2025 and held it in 4 quarters. The position peaked at $331K in Q3 2025. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Quest Investment Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Quest Investment Management sold 2,146 Duke Energy shares in Q2 2026, an estimated $281K.
  • Quest Investment Management first reported a position in Duke Energy in Q2 2025 and held it in 4 quarters.
  • Quest Investment Management's Duke Energy position peaked at $331K in Q3 2025.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.