RMC
DUK icon

Resources Management Corp’s Duke Energy DUK Stock Holding History

Resources Management Corp’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 		$2.89M Buy
22,838
+840
+4% +$106K 0.36% 64
2026
Q1 		$2.88M Sell
21,998
-229
-1% -$28.6K 0.38% 60
2025
Q4 		$2.6M Sell
22,227
-346
-2% -$42.3K 0.34% 65
2025
Q3 		$2.79M Sell
22,573
-50
-0.2% -$6.07K 0.36% 62
2025
Q2 		$2.67M Sell
22,623
-305
-1% -$36K 0.36% 63
2025
Q1 		$2.8M Sell
22,928
-16
-0.1% -$1.82K 0.39% 59
2024
Q4 		$2.47M Sell
22,944
-106
-0.5% -$12K 0.34% 64
2024
Q3 		$2.66M Sell
23,050
-418
-2% -$46.5K 0.36% 66
2024
Q2 		$2.35M Sell
23,468
-1,005
-4% -$101K 0.34% 68
2024
Q1 		$2.37M Sell
24,473
-4,293
-15% -$407K 0.35% 66
2023
Q4 		$2.79M Sell
28,766
-408
-1% -$37.1K 0.41% 58
2023
Q3 		$2.58M Buy
29,174
+480
+2% +$44K 0.42% 57
2023
Q2 		$2.58M Buy
28,694
+28,500
+14,691% +$2.69M 0.4% 55
2023
Q1 		$12K Sell
194
-29,226
-99% -$2.89M ﹤0.01% 362
2022
Q4 		$3.03M Buy
29,420
+2,914
+11% +$280K 0.48% 52
2022
Q3 		$2.47M Sell
26,506
-171
-0.6% -$18.4K 0.43% 56
2022
Q2 		$2.86M Sell
26,677
-238
-0.9% -$26.2K 0.46% 52
2022
Q1 		$3M Sell
26,915
-499
-2% -$51.8K 0.42% 55
2021
Q4 		$2.88M Sell
27,414
-240
-0.9% -$24.3K 0.37% 59
2021
Q3 		$2.7M Sell
27,654
-270
-1% -$28K 0.39% 60
2021
Q2 		$2.76M Sell
27,924
-1,522
-5% -$153K 0.39% 58
2021
Q1 		$2.84M Sell
29,446
-843
-3% -$76.9K 0.43% 52
2020
Q4 		$2.77M Sell
30,289
-1,188
-4% -$110K 0.45% 51
2020
Q3 		$2.79M Sell
31,477
-131
-0.4% -$10.8K 0.5% 50
2020
Q2 		$2.52M Buy
31,608
+675
+2% +$57K 0.48% 52
2020
Q1 		$2.5M Sell
30,933
-509
-2% -$46.8K 0.56% 47
2019
Q4 		$2.87M Buy
31,442
+118
+0.4% +$10.8K 0.5% 50
2019
Q3 		$3M Buy
+31,324
New +$2.85M 0.56% 48
2018
Q4 		$2.74M Sell
31,804
-321
-1% -$27.3K 0.61% 46
2018
Q3 		$2.57M Buy
+32,125
New +$2.6M 0.47% 55

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

Resources Management Corp's DUK Position: Q2 2026 in Review

Resources Management Corp increased its Duke Energy (DUK) stake by 3.8% in Q2 2026, buying an estimated $106K and bringing the position to 22,838 shares worth $2.89M. The position accounts for 0.36% of the portfolio, ranked #64.

Resources Management Corp first reported a position in DUK in Q3 2018 and has held it in 30 quarters since. The position peaked at $3.03M in Q4 2022. 2,489 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Resources Management Corp held 22,838 shares of Duke Energy worth $2.89M as of Q2 2026.
  • Resources Management Corp bought 840 Duke Energy shares in Q2 2026, an estimated $106K.
  • Duke Energy made up 0.36% of Resources Management Corp's portfolio in Q2 2026, its #64 holding.
  • Resources Management Corp first reported a position in Duke Energy in Q3 2018 and has held it in 30 quarters since.
  • Resources Management Corp's Duke Energy position peaked at $3.03M in Q4 2022.
  • 2,489 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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