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Regatta Capital Group’s Duke Energy DUK Stock Holding History

Regatta Capital Group’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 		$224K Hold
1,767
– – 0.03% 207
2026
Q1 		$231K Buy
1,767
+10
+0.6% +$1.25K 0.04% 192
2025
Q4 		$206K Sell
1,757
-98
-5% -$12K 0.03% 201
2025
Q3 		$230K Hold
1,855
– – 0.04% 199
2025
Q2 		$219K Buy
1,855
+187
+11% +$22.1K 0.04% 199
2025
Q1 		$203K Buy
+1,668
New +$190K 0.04% 182

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

Regatta Capital Group's DUK Position: Q2 2026 in Review

Regatta Capital Group held its Duke Energy (DUK) position steady in Q2 2026 at 1,767 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #207.

Regatta Capital Group first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $231K in Q1 2026. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Regatta Capital Group held 1,767 shares of Duke Energy worth $224K as of Q2 2026.
  • Regatta Capital Group left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.03% of Regatta Capital Group's portfolio in Q2 2026, its #207 holding.
  • Regatta Capital Group first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • Regatta Capital Group's Duke Energy position peaked at $231K in Q1 2026.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.