Stack Financial Management’s Duke Energy DUK Stock Holding History

Stack Financial 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	$24.4M	Buy	192,456 +2,302	+1%	+$290K	1.9%	22
2026 Q1	$24.9M	Buy	190,154 +1,842	+1%	+$230K	1.83%	20
2025 Q4	$22.1M	Sell	188,312 -3,927	-2%	-$480K	1.68%	22
2025 Q3	$23.8M	Sell	192,239 -115	-0.1%	-$14K	1.97%	16
2025 Q2	$22.7M	Sell	192,354 -2,513	-1%	-$297K	2.01%	20
2025 Q1	$23.8M	Sell	194,867 -3,533	-2%	-$403K	1.98%	20
2024 Q4	$21.4M	Sell	198,400 -1,598	-0.8%	-$181K	1.95%	18
2024 Q3	$23.1M	Buy	199,998 +1,580	+0.8%	+$176K	2.07%	19
2024 Q2	$19.9M	Buy	198,418 +244	+0.1%	+$24.4K	1.84%	22
2024 Q1	$19.2M	Sell	198,174 -1,374	-0.7%	-$130K	1.76%	25
2023 Q4	$19.4M	Sell	199,548 -4,078	-2%	-$371K	2.19%	21
2023 Q3	$18M	Buy	+203,626	New	+$18.7M	2.09%	22

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 $3.37T AUM 44.26% 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

Stack Financial Management's DUK Position: Q2 2026 in Review

Stack Financial Management increased its Duke Energy (DUK) stake by 1.2% in Q2 2026, buying an estimated $290K and bringing the position to 192,456 shares worth $24.4M. The position accounts for 1.9% of the portfolio, ranked #22.

Stack Financial Management first reported a position in DUK in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.9M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Stack Financial Management held 192,456 shares of Duke Energy worth $24.4M as of Q2 2026.
Stack Financial Management bought 2,302 Duke Energy shares in Q2 2026, an estimated $290K.
Duke Energy made up 1.9% of Stack Financial Management's portfolio in Q2 2026, its #22 holding.
Stack Financial Management first reported a position in Duke Energy in Q3 2023 and has held it in 12 quarters since.
Stack Financial Management's Duke Energy position peaked at $24.9M in Q1 2026.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.