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Sovran Advisors’s Duke Energy DUK Stock Holding History

Sovran 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 		$466K Buy
3,603
+639
+22% +$80.6K 0.03% 398
2026
Q1 		$384K Buy
2,964
+269
+10% +$33.6K 0.03% 407
2025
Q4 		$320K Buy
2,695
+133
+5% +$16.2K 0.03% 434
2025
Q3 		$321K Buy
2,562
+565
+28% +$68.6K 0.03% 424
2025
Q2 		$232K Buy
1,997
+240
+14% +$28.3K 0.02% 452
2025
Q1 		$214K Buy
+1,757
New +$200K 0.03% 439

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

Sovran Advisors's DUK Position: Q2 2026 in Review

Sovran Advisors increased its Duke Energy (DUK) stake by 22% in Q2 2026, buying an estimated $80.6K and bringing the position to 3,603 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #398.

Sovran Advisors first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sovran Advisors held 3,603 shares of Duke Energy worth $466K as of Q2 2026.
  • Sovran Advisors bought 639 Duke Energy shares in Q2 2026, an estimated $80.6K.
  • Duke Energy made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #398 holding.
  • Sovran Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.