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Robertson Stephens Wealth Management’s Duke Energy DUK Stock Holding History

Robertson Stephens Wealth 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 		$285K Sell
2,253
-1
-0% -$126 0.01% 535
2026
Q1 		$295K Buy
2,254
+126
+6% +$15.8K 0.01% 519
2025
Q4 		$249K Buy
2,128
+322
+18% +$39.3K 0.01% 553
2025
Q3 		$224K Sell
1,806
-1,054
-37% -$128K 0.01% 497
2025
Q2 		$337K Buy
2,860
+130
+5% +$15.3K 0.01% 435
2025
Q1 		$333K Sell
2,730
-166
-6% -$18.9K 0.01% 436
2024
Q4 		$312K Buy
2,896
+46
+2% +$5.21K 0.01% 459
2024
Q3 		$329K Sell
2,850
-210
-7% -$23.4K 0.01% 510
2024
Q2 		$307K Buy
3,060
+29
+1% +$2.9K 0.02% 407
2024
Q1 		$293K Buy
3,031
+48
+2% +$4.55K 0.02% 425
2023
Q4 		$289K Sell
2,983
-135
-4% -$12.3K 0.02% 387
2023
Q3 		$275K Buy
+3,118
New +$286K 0.02% 391
2023
Q2 		– Sell
-2,161
Closed -$208K – 432
2023
Q1 		$208K Buy
+2,161
New +$213K 0.02% 419
2020
Q2 		– Sell
-3,732
Closed -$302K – 196
2020
Q1 		$302K Buy
+3,732
New +$343K 0.1% 137

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 $3.38T AUM 44.17% 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

Robertson Stephens Wealth Management's DUK Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Duke Energy (DUK) stake by 0.04% in Q2 2026, selling an estimated $126 and leaving 2,253 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #535.

Robertson Stephens Wealth Management first reported a position in DUK in Q1 2020 and has held it in 14 quarters since. The position peaked at $337K in Q2 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,253 shares of Duke Energy worth $285K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1 Duke Energy share in Q2 2026, an estimated $126.
  • Duke Energy made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #535 holding.
  • Robertson Stephens Wealth Management first reported a position in Duke Energy in Q1 2020 and has held it in 14 quarters since.
  • Robertson Stephens Wealth Management's Duke Energy position peaked at $337K in Q2 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.