Ramirez Asset Management’s Duke Energy DUK Stock Holding History

Ramirez Asset 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	$18.2K	Hold	144	–	–	﹤0.01%	300
2026 Q1	$18.9K	Hold	144	–	–	﹤0.01%	284
2025 Q4	$16.9K	Hold	144	–	–	﹤0.01%	325
2025 Q3	$17.8K	Hold	144	–	–	﹤0.01%	329
2025 Q2	$17K	Hold	144	–	–	﹤0.01%	317
2025 Q1	$17.6K	Hold	144	–	–	﹤0.01%	337
2024 Q4	$15.5K	Hold	144	–	–	﹤0.01%	343
2024 Q3	$16.6K	Hold	144	–	–	﹤0.01%	345
2024 Q2	$14.4K	Hold	144	–	–	﹤0.01%	355
2024 Q1	$13.9K	Hold	144	–	–	﹤0.01%	350
2023 Q4	$14K	Hold	144	–	–	﹤0.01%	341
2023 Q3	$12.7K	Buy	+144	New	+$13.2K	﹤0.01%	345

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ramirez Asset Management's DUK Position: Q2 2026 in Review

Ramirez Asset Management held its Duke Energy (DUK) position steady in Q2 2026 at 144 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Ramirez Asset Management first reported a position in DUK in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.9K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Ramirez Asset Management held 144 shares of Duke Energy worth $18.2K as of Q2 2026.
Ramirez Asset Management left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up ﹤0.01% of Ramirez Asset Management's portfolio in Q2 2026, its #300 holding.
Ramirez Asset Management first reported a position in Duke Energy in Q3 2023 and has held it in 12 quarters since.
Ramirez Asset Management's Duke Energy position peaked at $18.9K in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.