Spirepoint Private Client’s Duke Energy DUK Stock Holding History

Spirepoint Private Client’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	$6.23M	Buy	49,227 +5,439	+12%	+$686K	0.5%	51
2026 Q1	$5.73M	Buy	43,788 +42,008	+2,360%	+$5.25M	0.55%	45
2025 Q4	$209K	Sell	1,780 -20	-1%	-$2.44K	0.02%	294
2025 Q3	$223K	Buy	+1,800	New	+$218K	0.02%	259

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Spirepoint Private Client's DUK Position: Q2 2026 in Review

Spirepoint Private Client increased its Duke Energy (DUK) stake by 12% in Q2 2026, buying an estimated $686K and bringing the position to 49,227 shares worth $6.23M. The position accounts for 0.5% of the portfolio, ranked #51.

Spirepoint Private Client first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Spirepoint Private Client held 49,227 shares of Duke Energy worth $6.23M as of Q2 2026.
Spirepoint Private Client bought 5,439 Duke Energy shares in Q2 2026, an estimated $686K.
Duke Energy made up 0.5% of Spirepoint Private Client's portfolio in Q2 2026, its #51 holding.
Spirepoint Private Client first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.