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Richard C. Young & Co’s Duke Energy DUK Stock Holding History

Richard C. Young & Co’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 		$6.48M Buy
51,221
+3,816
+8% +$481K 0.48% 54
2026
Q1 		$6.21M Buy
47,405
+1,366
+3% +$171K 0.51% 55
2025
Q4 		$5.4M Buy
46,039
+3,350
+8% +$409K 0.48% 56
2025
Q3 		$5.28M Buy
42,689
+943
+2% +$114K 0.49% 58
2025
Q2 		$4.93M Buy
41,746
+736
+2% +$86.8K 0.49% 59
2025
Q1 		$5M Buy
41,010
+1,225
+3% +$140K 0.54% 60
2024
Q4 		$4.29M Buy
39,785
+3,312
+9% +$375K 0.47% 62
2024
Q3 		$4.21M Buy
36,473
+27,399
+302% +$3.05M 0.46% 57
2024
Q2 		$909K Buy
+9,074
New +$908K 0.11% 66
2015
Q4 		– Sell
-9,218
Closed -$663K – 78
2015
Q3 		$663K Sell
9,218
-99,587
-92% -$7.21M 0.16% 60
2015
Q2 		$7.68M Sell
108,805
-19,484
-15% -$1.47M 1.73% 25
2015
Q1 		$9.85M Buy
128,289
+66
+0.1% +$5.36K 2.15% 13
2014
Q4 		$10.7M Sell
128,223
-504
-0.4% -$40.6K 2.26% 11
2014
Q3 		$9.63M Buy
128,727
+615
+0.5% +$44.9K 2.06% 13
2014
Q2 		$9.51M Buy
128,112
+2,605
+2% +$187K 1.93% 17
2014
Q1 		$8.94M Sell
125,507
-915
-0.7% -$63.8K 1.9% 22
2013
Q4 		$8.72M Buy
126,422
+375
+0.3% +$26.2K 1.89% 19
2013
Q3 		$8.42M Buy
126,047
+2,184
+2% +$149K 1.91% 16
2013
Q2 		$8.36M Buy
+123,863
New +$8.75M 2.08% 13

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

Richard C. Young & Co's DUK Position: Q2 2026 in Review

Richard C. Young & Co increased its Duke Energy (DUK) stake by 8% in Q2 2026, buying an estimated $481K and bringing the position to 51,221 shares worth $6.48M. The position accounts for 0.48% of the portfolio, ranked #54.

Richard C. Young & Co first reported a position in DUK in Q2 2013 and has held it in 19 quarters since. The position peaked at $10.7M in Q4 2014. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Richard C. Young & Co held 51,221 shares of Duke Energy worth $6.48M as of Q2 2026.
  • Richard C. Young & Co bought 3,816 Duke Energy shares in Q2 2026, an estimated $481K.
  • Duke Energy made up 0.48% of Richard C. Young & Co's portfolio in Q2 2026, its #54 holding.
  • Richard C. Young & Co first reported a position in Duke Energy in Q2 2013 and has held it in 19 quarters since.
  • Richard C. Young & Co's Duke Energy position peaked at $10.7M in Q4 2014.
  • 2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.