Swan Capital’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
$18.7K Buy
148
+4
+3% +$505 0.01% 154
2026
Q1
$18.9K Sell
144
-56
-28% -$7K 0.01% 132
2025
Q4
$23.4K Buy
200
+66
+49% +$8.06K 0.01% 118
2025
Q3
$16.6K Hold
134
– – 0.01% 132
2025
Q2
$15.8K Hold
134
– – 0.01% 125
2025
Q1
$16.3K Hold
134
– – 0.01% 110
2024
Q4
$14.4K Hold
134
– – 0.01% 113
2024
Q3
$15.4K Hold
134
– – 0.01% 119
2024
Q2
$13.4K Buy
+134
New +$13.4K 0.01% 115

Other funds holding DUK

Swan Capital's DUK Position: Q2 2026 in Review

Swan Capital increased its Duke Energy (DUK) stake by 2.8% in Q2 2026, buying an estimated $505 and bringing the position to 148 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #154.

Swan Capital first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.4K in Q4 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Swan Capital held 148 shares of Duke Energy worth $18.7K as of Q2 2026.
  • Swan Capital bought 4 Duke Energy shares in Q2 2026, an estimated $505.
  • Duke Energy made up 0.01% of Swan Capital's portfolio in Q2 2026, its #154 holding.
  • Swan Capital first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's Duke Energy position peaked at $23.4K in Q4 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.