SCM
DUK icon

Sollinda Capital Management’s Duke Energy DUK Stock Holding History

Sollinda Capital 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 		$1.17M Buy
9,268
+352
+4% +$44.4K 0.25% 35
2026
Q1 		$1.17M Sell
8,916
-207
-2% -$25.9K 0.28% 37
2025
Q4 		$1.07M Sell
9,123
-222
-2% -$27.1K 0.27% 36
2025
Q3 		$1.16M Sell
9,345
-63
-0.7% -$7.64K 0.32% 28
2025
Q2 		$1.11M Buy
9,408
+3
+0% +$354 0.29% 34
2025
Q1 		$1.15M Sell
9,405
-459
-5% -$52.3K 0.32% 28
2024
Q4 		$1.06M Buy
9,864
+3
+0% +$340 0.29% 25
2024
Q3 		$1.14M Sell
9,861
-573
-5% -$63.8K 0.32% 29
2024
Q2 		$1.05M Buy
10,434
+901
+9% +$90.1K 0.32% 29
2024
Q1 		$922K Sell
9,533
-3,054
-24% -$290K 0.29% 26
2023
Q4 		$1.22M Buy
+12,587
New +$1.14M 0.34% 24

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

Sollinda Capital Management's DUK Position: Q2 2026 in Review

Sollinda Capital Management increased its Duke Energy (DUK) stake by 3.9% in Q2 2026, buying an estimated $44.4K and bringing the position to 9,268 shares worth $1.17M. The position accounts for 0.25% of the portfolio, ranked #35.

Sollinda Capital Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2023. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sollinda Capital Management held 9,268 shares of Duke Energy worth $1.17M as of Q2 2026.
  • Sollinda Capital Management bought 352 Duke Energy shares in Q2 2026, an estimated $44.4K.
  • Duke Energy made up 0.25% of Sollinda Capital Management's portfolio in Q2 2026, its #35 holding.
  • Sollinda Capital Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Sollinda Capital Management's Duke Energy position peaked at $1.22M in Q4 2023.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sollinda Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.