SCA
DUK icon

Strathmore Capital Advisors’s Duke Energy DUK Stock Holding History

Strathmore Capital 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 		$231K Buy
1,836
+130
+8% +$16.4K 0.06% 127
2026
Q1 		$217K Buy
+1,706
New +$213K 0.06% 132
2025
Q4 		– Sell
-1,759
Closed -$218K – 117
2025
Q3 		$218K Sell
1,759
-2,656
-60% -$322K 0.09% 103
2025
Q2 		$517K Buy
+4,415
New +$521K 0.23% 65
2024
Q4 		$399K Buy
+3,702
New +$419K 0.29% 25

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

Strathmore Capital Advisors's DUK Position: Q2 2026 in Review

Strathmore Capital Advisors increased its Duke Energy (DUK) stake by 7.6% in Q2 2026, buying an estimated $16.4K and bringing the position to 1,836 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #127.

Strathmore Capital Advisors first reported a position in DUK in Q4 2024 and has held it in 5 quarters since. The position peaked at $517K in Q2 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Strathmore Capital Advisors held 1,836 shares of Duke Energy worth $231K as of Q2 2026.
  • Strathmore Capital Advisors bought 130 Duke Energy shares in Q2 2026, an estimated $16.4K.
  • Duke Energy made up 0.06% of Strathmore Capital Advisors's portfolio in Q2 2026, its #127 holding.
  • Strathmore Capital Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 5 quarters since.
  • Strathmore Capital Advisors's Duke Energy position peaked at $517K in Q2 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.