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Readystate Asset Management’s Duke Energy DUK Stock Holding History

Readystate 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 		$608K Buy
4,800
+1,300
+37% +$164K 0.02% 599
2026
Q1 		$458K Buy
+3,500
New +$438K 0.02% 638
2024
Q2 		– Sell
-49,400
Closed -$4.78M – 814
2024
Q1 		$4.78M Buy
49,400
+40,300
+443% +$3.82M 0.07% 384
2023
Q4 		$883K Buy
+9,100
New +$828K 0.03% 405

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

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

Readystate Asset Management opened a new position in Duke Energy (DUK) in Q2 2026: 4,572 shares worth $579K. The stake represents 0.02% of the portfolio and ranks #622 among its holdings. This is a return to the name: Readystate Asset Management previously reported a position in DUK as recently as Q2 2024.

Readystate Asset Management first reported a position in DUK in Q4 2023 and has held it in 4 quarters since. The position peaked at $870K in Q4 2023. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Readystate Asset Management held 4,572 shares of Duke Energy worth $579K as of Q2 2026.
  • Duke Energy was a new Readystate Asset Management position in Q2 2026.
  • Duke Energy made up 0.02% of Readystate Asset Management's portfolio in Q2 2026, its #622 holding.
  • Readystate Asset Management first reported a position in Duke Energy in Q4 2023 and has held it in 4 quarters since.
  • Readystate Asset Management's Duke Energy position peaked at $870K in Q4 2023.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Readystate Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.