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Silver Oak Securities’s Duke Energy DUK Stock Holding History

Silver Oak Securities’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 		$1.9M Buy
14,975
+745
+5% +$94K 0.12% 177
2026
Q1 		$1.86M Sell
14,230
-899
-6% -$112K 0.14% 157
2025
Q4 		$1.78M Buy
15,129
+680
+5% +$83K 0.12% 172
2025
Q3 		$1.79M Buy
14,449
+1,922
+15% +$233K 0.13% 160
2025
Q2 		$1.48M Sell
12,527
-102
-0.8% -$12K 0.12% 179
2025
Q1 		$1.51M Buy
12,629
+735
+6% +$83.8K 0.14% 160
2024
Q4 		$1.28M Sell
11,894
-215
-2% -$24.4K 0.12% 176
2024
Q3 		$1.4M Sell
12,109
-1,150
-9% -$128K 0.15% 154
2024
Q2 		$1.33M Sell
13,259
-1,078
-8% -$108K 0.2% 107
2024
Q1 		$1.39M Buy
14,337
+461
+3% +$43.7K 0.21% 108
2023
Q4 		$1.35M Buy
13,876
+2,311
+20% +$210K 0.18% 130
2023
Q3 		$1.02M Sell
11,565
-56
-0.5% -$5.13K 0.22% 79
2023
Q2 		$1.04M Buy
11,621
+2,569
+28% +$242K 0.17% 125
2023
Q1 		$873K Buy
9,052
+649
+8% +$64.1K 0.14% 129
2022
Q4 		$865K Sell
8,403
-3,162
-27% -$304K 0.16% 106
2022
Q3 		$1.02M Buy
11,565
+3,946
+52% +$424K 0.22% 79
2022
Q2 		$804K Buy
7,619
+2,346
+44% +$258K 0.18% 96
2022
Q1 		$606K Buy
+5,273
New +$548K 0.12% 149

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

Silver Oak Securities's DUK Position: Q2 2026 in Review

Silver Oak Securities increased its Duke Energy (DUK) stake by 5.2% in Q2 2026, buying an estimated $94K and bringing the position to 14,975 shares worth $1.9M. The position accounts for 0.12% of the portfolio, ranked #177.

Silver Oak Securities first reported a position in DUK in Q1 2022 and has held it in 18 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Silver Oak Securities held 14,975 shares of Duke Energy worth $1.9M as of Q2 2026.
  • Silver Oak Securities bought 745 Duke Energy shares in Q2 2026, an estimated $94K.
  • Duke Energy made up 0.12% of Silver Oak Securities's portfolio in Q2 2026, its #177 holding.
  • Silver Oak Securities first reported a position in Duke Energy in Q1 2022 and has held it in 18 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.