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Sovereign Investment Advisors’s Duke Energy DUK Stock Holding History

Sovereign Investment Advisors’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 		$287K Hold
2,268
– – 0.05% 84
2026
Q1 		$297K Buy
+2,268
New +$284K 0.06% 77

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

Sovereign Investment Advisors's DUK Position: Q2 2026 in Review

Sovereign Investment Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 2,268 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #84.

Sovereign Investment Advisors first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $297K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sovereign Investment Advisors held 2,268 shares of Duke Energy worth $287K as of Q2 2026.
  • Sovereign Investment Advisors left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.05% of Sovereign Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • Sovereign Investment Advisors first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • Sovereign Investment Advisors's Duke Energy position peaked at $297K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.