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Smartleaf Asset Management’s Duke Energy DUK Stock Holding History

Smartleaf Asset Management’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 		$3.28M Hold
25,543
– – 0.11% 163
2026
Q1 		$3.36M Buy
25,543
+1,153
+5% +$144K 0.12% 152
2025
Q4 		$2.87M Buy
24,390
+7,431
+44% +$907K 0.11% 167
2025
Q3 		$2.08M Buy
16,959
+2,939
+21% +$357K 0.13% 176
2025
Q2 		$1.64M Sell
14,020
-698
-5% -$82.4K 0.14% 164
2025
Q1 		$1.76M Buy
14,718
+2,660
+22% +$303K 0.17% 134
2024
Q4 		$1.3M Buy
12,058
+2,157
+22% +$244K 0.13% 166
2024
Q3 		$1.15M Buy
9,901
+1,571
+19% +$175K 0.14% 169
2024
Q2 		$838K Buy
8,330
+2,152
+35% +$215K 0.14% 173
2024
Q1 		$594K Buy
6,178
+1,571
+34% +$149K 0.11% 201
2023
Q4 		$448K Buy
+4,607
New +$419K 0.12% 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

Smartleaf Asset Management's DUK Position: Q2 2026 in Review

Smartleaf Asset Management held its Duke Energy (DUK) position steady in Q2 2026 at 25,543 shares worth $3.28M. The position accounts for 0.11% of the portfolio, ranked #163.

Smartleaf Asset Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.36M in Q1 2026. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Smartleaf Asset Management held 25,543 shares of Duke Energy worth $3.28M as of Q2 2026.
  • Smartleaf Asset Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.11% of Smartleaf Asset Management's portfolio in Q2 2026, its #163 holding.
  • Smartleaf Asset Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Duke Energy position peaked at $3.36M in Q1 2026.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.