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Severin Investments’s Duke Energy DUK Stock Holding History

Severin Investments’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 		$286K Buy
2,260
+131
+6% +$16.5K 0.22% 165
2026
Q1 		$279K Buy
2,129
+30
+1% +$3.75K 0.24% 153
2025
Q4 		$246K Sell
2,099
-181
-8% -$22.1K 0.22% 158
2025
Q3 		$282K Buy
2,280
+25
+1% +$3.03K 0.25% 156
2025
Q2 		$266K Buy
2,255
+16
+0.7% +$1.89K 0.25% 161
2025
Q1 		$273K Buy
2,239
+109
+5% +$12.4K 0.27% 162
2024
Q4 		$230K Buy
+2,130
New +$241K 0.23% 177

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

Severin Investments's DUK Position: Q2 2026 in Review

Severin Investments increased its Duke Energy (DUK) stake by 6.2% in Q2 2026, buying an estimated $16.5K and bringing the position to 2,260 shares worth $286K. The position accounts for 0.22% of the portfolio, ranked #165.

Severin Investments first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Severin Investments held 2,260 shares of Duke Energy worth $286K as of Q2 2026.
  • Severin Investments bought 131 Duke Energy shares in Q2 2026, an estimated $16.5K.
  • Duke Energy made up 0.22% of Severin Investments's portfolio in Q2 2026, its #165 holding.
  • Severin Investments first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.