Simplex Trading
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Simplex Trading’s Duke Energy DUK Stock Holding History

Simplex Trading’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 		$1.85M Buy
+14,605
New +$1.84M ﹤0.01% 2129
2026
Q1 		– Sell
-623
Closed -$77.9K – 9314
2025
Q4 		$73K Buy
+623
New +$76.1K ﹤0.01% 5301
2023
Q3 		– Sell
-28,917
Closed -$2.65M – 8901
2023
Q2 		$2.6M Buy
+28,917
New +$2.73M ﹤0.01% 1760
2022
Q3 		– Sell
-27,808
Closed -$2.99M – 10102
2022
Q2 		$2.98M Buy
+27,808
New +$3.06M ﹤0.01% 1507
2022
Q1 		– Sell
-16,920
Closed -$1.76M – 10591
2021
Q4 		$1.77M Buy
16,920
+14,492
+597% +$1.47M ﹤0.01% 2161
2021
Q3 		$241K Buy
2,428
+38
+2% +$3.93K ﹤0.01% 5307
2021
Q2 		$235K Buy
+2,390
New +$240K ﹤0.01% 5418
2020
Q4 		– Sell
-50,929
Closed -$4.71M – 8486
2020
Q3 		$4.51M Buy
+50,929
New +$4.2M 0.01% 931
2017
Q4 		– Sell
-9,300
Closed -$812K – 6126
2017
Q3 		$780K Buy
+9,300
New +$796K 0.03% 465
2015
Q4 		– Sell
-2,328
Closed -$164K – 5532
2015
Q3 		$167K Sell
2,328
-19,356
-89% -$1.4M 0.01% 1037
2015
Q2 		$1.53M Buy
21,684
+16,344
+306% +$1.24M 0.13% 138
2015
Q1 		$410K Buy
+5,340
New +$433K 0.05% 388

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

Simplex Trading's DUK Position: Q2 2026 in Review

Simplex Trading opened a new position in Duke Energy (DUK) in Q2 2026: 14,605 shares worth $1.85M. The stake represents ﹤0.01% of the portfolio and ranks #2129 among its holdings. This is a return to the name: Simplex Trading previously reported a position in DUK as recently as Q4 2025.

Simplex Trading first reported a position in DUK in Q1 2015 and has held it in 12 quarters since. The position peaked at $4.51M in Q3 2020. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Simplex Trading held 14,605 shares of Duke Energy worth $1.85M as of Q2 2026.
  • Duke Energy was a new Simplex Trading position in Q2 2026.
  • Duke Energy made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #2129 holding.
  • Simplex Trading first reported a position in Duke Energy in Q1 2015 and has held it in 12 quarters since.
  • Simplex Trading's Duke Energy position peaked at $4.51M in Q3 2020.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.