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Saxon Interests’s Duke Energy DUK Stock Holding History

Saxon Interests’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 		$209K Sell
1,653
-49
-3% -$6.18K 0.06% 220
2026
Q1 		$223K Sell
1,702
-62
-4% -$7.75K 0.08% 211
2025
Q4 		$207K Buy
+1,764
New +$215K 0.07% 199
2025
Q3 		– Sell
-1,664
Closed -$203K – 212
2025
Q2 		$203K Hold
1,664
– – 0.1% 173
2025
Q1 		$203K Buy
+1,664
New +$190K 0.1% 173

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

Saxon Interests's DUK Position: Q2 2026 in Review

Saxon Interests reduced its Duke Energy (DUK) stake by 2.9% in Q2 2026, selling an estimated $6.18K and leaving 1,653 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #220.

Saxon Interests first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. The position peaked at $223K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Saxon Interests held 1,653 shares of Duke Energy worth $209K as of Q2 2026.
  • Saxon Interests sold 49 Duke Energy shares in Q2 2026, an estimated $6.18K.
  • Duke Energy made up 0.06% of Saxon Interests's portfolio in Q2 2026, its #220 holding.
  • Saxon Interests first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • Saxon Interests's Duke Energy position peaked at $223K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.