Resona Asset Management’s Duke Energy DUK Stock Holding History

Resona 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	$38.2M	Sell	300,933 -16,777	-5%	-$2.12M	0.18%	99
2026 Q1	$41.6M	Buy	317,710 +5,060	+2%	+$633K	0.21%	94
2025 Q4	$36.7M	Sell	312,650 -8,238	-3%	-$1.01M	0.18%	103
2025 Q3	$39.7M	Sell	320,888 -14,261	-4%	-$1.73M	0.19%	105
2025 Q2	$39.5M	Buy	335,149 +14,753	+5%	+$1.74M	0.19%	107
2025 Q1	$39M	Buy	320,396 +18,689	+6%	+$2.13M	0.23%	97
2024 Q4	$32.5M	Sell	301,707 -13,046	-4%	-$1.48M	0.19%	101
2024 Q3	$36.3M	Sell	314,753 -4,113	-1%	-$458K	0.21%	94
2024 Q2	$32M	Sell	318,866 -13,580	-4%	-$1.36M	0.19%	106
2024 Q1	$32.2M	Buy	+332,446	New	+$31.5M	0.19%	109

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

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

Resona Asset Management reduced its Duke Energy (DUK) stake by 5.3% in Q2 2026, selling an estimated $2.12M and leaving 300,933 shares worth $38.2M. The position accounts for 0.18% of the portfolio, ranked #99.

Resona Asset Management first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $41.6M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Resona Asset Management held 300,933 shares of Duke Energy worth $38.2M as of Q2 2026.
Resona Asset Management sold 16,777 Duke Energy shares in Q2 2026, an estimated $2.12M.
Duke Energy made up 0.18% of Resona Asset Management's portfolio in Q2 2026, its #99 holding.
Resona Asset Management first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
Resona Asset Management's Duke Energy position peaked at $41.6M in Q1 2026.
2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.