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Rice Partnership’s Duke Energy DUK Stock Holding History

Rice Partnership’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 		$6.1M Buy
48,171
+2,785
+6% +$351K 0.74% 37
2026
Q1 		$5.94M Buy
45,386
+3,913
+9% +$489K 0.81% 35
2025
Q4 		$4.86M Buy
41,473
+10,830
+35% +$1.32M 0.66% 36
2025
Q3 		$3.79M Buy
30,643
+1,074
+4% +$130K 0.54% 43
2025
Q2 		$3.49M Buy
29,569
+8,393
+40% +$990K 0.61% 40
2025
Q1 		$2.58M Buy
+21,176
New +$2.41M 0.53% 40

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

Rice Partnership's DUK Position: Q2 2026 in Review

Rice Partnership increased its Duke Energy (DUK) stake by 6.1% in Q2 2026, buying an estimated $351K and bringing the position to 48,171 shares worth $6.1M. The position accounts for 0.74% of the portfolio, ranked #37.

Rice Partnership first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Rice Partnership held 48,171 shares of Duke Energy worth $6.1M as of Q2 2026.
  • Rice Partnership bought 2,785 Duke Energy shares in Q2 2026, an estimated $351K.
  • Duke Energy made up 0.74% of Rice Partnership's portfolio in Q2 2026, its #37 holding.
  • Rice Partnership first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.