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Salomon & Ludwin’s Duke Energy DUK Stock Holding History

Salomon & Ludwin’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 		$524K Sell
4,168
-28
-0.7% -$3.53K 0.04% 119
2026
Q1 		$555K Sell
4,196
-131
-3% -$16.4K 0.05% 111
2025
Q4 		$505K Sell
4,327
-125
-3% -$15.3K 0.04% 115
2025
Q3 		$550K Buy
4,452
+203
+5% +$24.6K 0.05% 112
2025
Q2 		$497K Sell
4,249
-279
-6% -$32.9K 0.05% 108
2025
Q1 		$552K Hold
4,528
– – 0.06% 99
2024
Q4 		$488K Sell
4,528
-7
-0.2% -$793 0.05% 99
2024
Q3 		$523K Hold
4,535
– – 0.05% 104
2024
Q2 		$455K Sell
4,535
-1,707
-27% -$171K 0.05% 109
2024
Q1 		$604K Sell
6,242
-1,074
-15% -$102K 0.05% 113
2023
Q4 		$646K Hold
7,316
– – 0.07% 105
2023
Q3 		$646K Buy
7,316
+68
+0.9% +$6.23K 0.07% 105
2023
Q2 		$650K Hold
7,248
– – 0.07% 101
2023
Q1 		$699K Sell
7,248
-600
-8% -$59.3K 0.08% 91
2022
Q4 		$808K Buy
7,848
+1,653
+27% +$159K 0.1% 81
2022
Q3 		$576K Buy
6,195
+4,014
+184% +$431K 0.09% 83
2022
Q2 		$234K Buy
+2,181
New +$240K 0.04% 120
2020
Q2 		– Sell
-346
Closed -$28K – 111
2020
Q1 		$28K Sell
346
-916
-73% -$84.1K 0.01% 119
2019
Q4 		$115K Buy
1,262
+916
+265% +$84K 0.02% 72
2019
Q3 		$33K Hold
346
– – 0.01% 114
2019
Q2 		$31K Buy
346
+63
+22% +$5.57K 0.01% 111
2019
Q1 		$25K Sell
283
-505
-64% -$44.5K 0.01% 117
2018
Q4 		$68K Buy
+788
New +$67.1K 0.02% 69

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

Salomon & Ludwin's DUK Position: Q2 2026 in Review

Salomon & Ludwin reduced its Duke Energy (DUK) stake by 0.67% in Q2 2026, selling an estimated $3.53K and leaving 4,168 shares worth $524K. The position accounts for 0.04% of the portfolio, ranked #119.

Salomon & Ludwin first reported a position in DUK in Q4 2018 and has held it in 23 quarters since. The position peaked at $808K in Q4 2022. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Salomon & Ludwin held 4,168 shares of Duke Energy worth $524K as of Q2 2026.
  • Salomon & Ludwin sold 28 Duke Energy shares in Q2 2026, an estimated $3.53K.
  • Duke Energy made up 0.04% of Salomon & Ludwin's portfolio in Q2 2026, its #119 holding.
  • Salomon & Ludwin first reported a position in Duke Energy in Q4 2018 and has held it in 23 quarters since.
  • Salomon & Ludwin's Duke Energy position peaked at $808K in Q4 2022.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.