Stonebrook Private’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$205K Buy
+1,623
New +$205K 0.04% 257
2024
Q2
Sell
-2,520
Closed -$244K 189
2024
Q1
$244K Sell
2,520
-165
-6% -$15.7K 0.07% 175
2023
Q4
$261K Buy
+2,685
New +$244K 0.09% 167

Other funds holding DUK

Stonebrook Private's DUK Position: Q2 2026 in Review

Stonebrook Private opened a new position in Duke Energy (DUK) in Q2 2026: 1,623 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #257 among its holdings. This is a return to the name: Stonebrook Private previously reported a position in DUK as recently as Q1 2024.

Stonebrook Private first reported a position in DUK in Q4 2023 and has held it in 3 quarters since. The position peaked at $261K in Q4 2023. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Stonebrook Private held 1,623 shares of Duke Energy worth $205K as of Q2 2026.
  • Duke Energy was a new Stonebrook Private position in Q2 2026.
  • Duke Energy made up 0.04% of Stonebrook Private's portfolio in Q2 2026, its #257 holding.
  • Stonebrook Private first reported a position in Duke Energy in Q4 2023 and has held it in 3 quarters since.
  • Stonebrook Private's Duke Energy position peaked at $261K in Q4 2023.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.