Reliant Investment Partners’s Duke Energy DUK Stock Holding History

Reliant Investment Partners’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	$7.88M	Buy	62,256 +2,408	+4%	+$304K	5.36%	3
2026 Q1	$7.84M	Sell	59,848 -2,631	-4%	-$329K	6.49%	2
2025 Q4	$7.32M	Sell	62,479 -931	-1%	-$114K	5.75%	3
2025 Q3	$7.83M	Sell	63,410 -1,106	-2%	-$134K	6.14%	2
2025 Q2	$7.61M	Sell	64,516 -579	-0.9%	-$68.3K	6.64%	2
2025 Q1	$7.94M	Sell	65,095 -5,577	-8%	-$636K	8.09%	2
2024 Q4	$7.61M	Buy	+70,672	New	+$8.01M	6.75%	2

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 $3.37T AUM 44.26% 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

Reliant Investment Partners's DUK Position: Q2 2026 in Review

Reliant Investment Partners increased its Duke Energy (DUK) stake by 4% in Q2 2026, buying an estimated $304K and bringing the position to 62,256 shares worth $7.88M. The position accounts for 5.36% of the portfolio, ranked #3.

Reliant Investment Partners first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.94M in Q1 2025. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Reliant Investment Partners held 62,256 shares of Duke Energy worth $7.88M as of Q2 2026.
Reliant Investment Partners bought 2,408 Duke Energy shares in Q2 2026, an estimated $304K.
Duke Energy made up 5.36% of Reliant Investment Partners's portfolio in Q2 2026, its #3 holding.
Reliant Investment Partners first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
Reliant Investment Partners's Duke Energy position peaked at $7.94M in Q1 2025.
2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Reliant Investment Partners's 13F filing for Q2 2026, filed 11 Aug 2026.