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SWS Partners’s Duke Energy DUK Stock Holding History

SWS Partners’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 		$3.05M Buy
24,127
+6,109
+34% +$771K 0.66% 54
2026
Q1 		$2.36M Buy
18,018
+708
+4% +$88.5K 0.58% 60
2025
Q4 		$2.03M Buy
17,310
+550
+3% +$67.2K 0.49% 77
2025
Q3 		$2.07M Buy
16,760
+684
+4% +$83K 0.51% 70
2025
Q2 		$1.9M Sell
16,076
-686
-4% -$80.9K 0.51% 71
2025
Q1 		$2.04M Sell
16,762
-609
-4% -$69.4K 0.67% 56
2024
Q4 		$1.87M Buy
17,371
+744
+4% +$84.3K 0.57% 66
2024
Q3 		$1.92M Sell
16,627
-7,477
-31% -$832K 0.61% 68
2024
Q2 		$2.42M Sell
24,104
-755
-3% -$75.5K 0.72% 52
2024
Q1 		$2.4M Buy
24,859
+2,005
+9% +$190K 0.72% 58
2023
Q4 		$2.22M Sell
22,854
-742
-3% -$67.5K 0.72% 58
2023
Q3 		$2.08M Sell
23,596
-798
-3% -$73.2K 0.77% 54
2023
Q2 		$2.19M Buy
24,394
+1,017
+4% +$96K 0.79% 55
2023
Q1 		$2.26M Buy
23,377
+452
+2% +$44.7K 0.84% 52
2022
Q4 		$2.36M Buy
22,925
+2,019
+10% +$194K 1.12% 40
2022
Q3 		$1.95M Buy
20,906
+1,109
+6% +$119K 0.9% 46
2022
Q2 		$2.12M Sell
19,797
-265
-1% -$29.1K 1.79% 22
2022
Q1 		$2.24M Buy
20,062
+289
+1% +$30K 1.47% 32
2021
Q4 		$2.07M Buy
19,773
+1,189
+6% +$121K 1.18% 39
2021
Q3 		$1.81M Buy
18,584
+2,132
+13% +$221K 1.12% 40
2021
Q2 		$1.62M Sell
16,452
-766
-4% -$77K 1.06% 48
2021
Q1 		$1.66M Sell
17,218
-427
-2% -$39K 1.14% 42
2020
Q4 		$1.62M Buy
17,645
+1,689
+11% +$156K 0.72% 51
2020
Q3 		$1.41M Buy
15,956
+3,017
+23% +$249K 0.71% 46
2020
Q2 		$1.1M Sell
12,939
-4,132
-24% -$349K 1.4% 30
2020
Q1 		$1.38M Buy
+17,071
New +$1.57M 0.99% 30
2019
Q3 		$2.1M Buy
23,691
+1,869
+9% +$170K 1.24% 23
2019
Q2 		$1.96M Buy
+21,822
New +$1.93M 1.24% 21

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 $3.37T AUM 44.26% 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

SWS Partners's DUK Position: Q2 2026 in Review

SWS Partners increased its Duke Energy (DUK) stake by 34% in Q2 2026, buying an estimated $771K and bringing the position to 24,127 shares worth $3.05M. The position accounts for 0.66% of the portfolio, ranked #54.

SWS Partners first reported a position in DUK in Q2 2019 and has held it in 28 quarters since. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • SWS Partners held 24,127 shares of Duke Energy worth $3.05M as of Q2 2026.
  • SWS Partners bought 6,109 Duke Energy shares in Q2 2026, an estimated $771K.
  • Duke Energy made up 0.66% of SWS Partners's portfolio in Q2 2026, its #54 holding.
  • SWS Partners first reported a position in Duke Energy in Q2 2019 and has held it in 28 quarters since.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.