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Sittner & Nelson’s Duke Energy DUK Stock Holding History

Sittner & Nelson’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 		$492K Buy
3,889
+839
+28% +$106K 0.15% 105
2026
Q1 		$399K Hold
3,050
– – 0.15% 109
2025
Q4 		$372K Sell
3,050
-1
-0% -$122 0.13% 115
2025
Q3 		$378K Hold
3,051
– – 0.14% 104
2025
Q2 		$360K Hold
3,051
– – 0.14% 100
2025
Q1 		$372K Hold
3,051
– – 0.16% 94
2024
Q4 		$329K Buy
3,051
+500
+20% +$56.6K 0.14% 94
2024
Q3 		$294K Hold
2,551
– – 0.13% 103
2024
Q2 		$256K Hold
2,551
– – 0.13% 97
2024
Q1 		$247K Hold
2,551
– – 0.12% 106
2023
Q4 		$248K Hold
2,551
– – 0.13% 97
2023
Q3 		$225K Hold
2,551
– – 0.13% 97
2023
Q2 		$229K Sell
2,551
-2,122
-45% -$200K 0.13% 98
2023
Q1 		$451K Buy
4,673
+201
+4% +$19.9K 0.26% 67
2022
Q4 		$461K Buy
4,472
+607
+16% +$58.3K 0.28% 63
2022
Q3 		$360K Buy
3,865
+201
+5% +$21.6K 0.24% 73
2022
Q2 		$393K Buy
3,664
+251
+7% +$27.6K 0.26% 69
2022
Q1 		$381K Buy
3,413
+150
+5% +$15.6K 0.22% 76
2021
Q4 		$342K Buy
3,263
+247
+8% +$25K 0.2% 78
2021
Q3 		$294K Buy
3,016
+750
+33% +$77.6K 0.19% 76
2021
Q2 		$224K Buy
2,266
+500
+28% +$50.2K 0.16% 84
2021
Q1 		$170K Buy
1,766
+950
+116% +$86.7K 0.13% 93
2020
Q4 		$75K Buy
+816
New +$75.5K 0.07% 133

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

Sittner & Nelson's DUK Position: Q2 2026 in Review

Sittner & Nelson increased its Duke Energy (DUK) stake by 28% in Q2 2026, buying an estimated $106K and bringing the position to 3,889 shares worth $492K. The position accounts for 0.15% of the portfolio, ranked #105.

Sittner & Nelson first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sittner & Nelson held 3,889 shares of Duke Energy worth $492K as of Q2 2026.
  • Sittner & Nelson bought 839 Duke Energy shares in Q2 2026, an estimated $106K.
  • Duke Energy made up 0.15% of Sittner & Nelson's portfolio in Q2 2026, its #105 holding.
  • Sittner & Nelson first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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