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Syon Capital’s Duke Energy DUK Stock Holding History

Syon Capital’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 		$1.59M Buy
12,526
+1,972
+19% +$249K 0.07% 209
2026
Q1 		$1.38M Buy
10,554
+1,246
+13% +$156K 0.07% 220
2025
Q4 		$1.09M Sell
9,308
-161
-2% -$19.7K 0.05% 270
2025
Q3 		$1.17M Buy
9,469
+2,165
+30% +$263K 0.06% 224
2025
Q2 		$862K Buy
7,304
+2,436
+50% +$287K 0.06% 241
2025
Q1 		$594K Buy
4,868
+1,057
+28% +$120K 0.05% 277
2024
Q4 		$411K Sell
3,811
-907
-19% -$103K 0.04% 331
2024
Q3 		$544K Sell
4,718
-83
-2% -$9.24K 0.05% 258
2024
Q2 		$481K Buy
4,801
+209
+5% +$20.9K 0.04% 267
2024
Q1 		$444K Buy
4,592
+515
+13% +$48.9K 0.04% 284
2023
Q4 		$396K Buy
+4,077
New +$371K 0.04% 294

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

Syon Capital's DUK Position: Q2 2026 in Review

Syon Capital increased its Duke Energy (DUK) stake by 19% in Q2 2026, buying an estimated $249K and bringing the position to 12,526 shares worth $1.59M. The position accounts for 0.07% of the portfolio, ranked #209.

Syon Capital first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Syon Capital held 12,526 shares of Duke Energy worth $1.59M as of Q2 2026.
  • Syon Capital bought 1,972 Duke Energy shares in Q2 2026, an estimated $249K.
  • Duke Energy made up 0.07% of Syon Capital's portfolio in Q2 2026, its #209 holding.
  • Syon Capital first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.