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Tandem Investment Advisors’s Duke Energy DUK Stock Holding History

Tandem Investment 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 		– Sell
-2,599
Closed -$340K – 73
2026
Q1 		$340K Sell
2,599
-145
-5% -$18.1K 0.02% 60
2025
Q4 		$322K Buy
+2,744
New +$335K 0.01% 66
2021
Q4 		– Sell
-2,059
Closed -$201K – 84
2021
Q3 		$201K Sell
2,059
-235
-10% -$24.3K 0.02% 76
2021
Q2 		$226K Buy
+2,294
New +$230K 0.02% 68
2020
Q1 		– Sell
-3,379
Closed -$308K – 65
2019
Q4 		$308K Buy
+3,379
New +$310K 0.05% 54

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

Tandem Investment Advisors's DUK Position: Q2 2026 in Review

Tandem Investment Advisors sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 2,599 shares — an estimated $340K sold.

Tandem Investment Advisors first reported a position in DUK in Q4 2019 and held it in 5 quarters. The position peaked at $340K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Tandem Investment Advisors reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Tandem Investment Advisors sold 2,599 Duke Energy shares in Q2 2026, an estimated $340K.
  • Tandem Investment Advisors first reported a position in Duke Energy in Q4 2019 and held it in 5 quarters.
  • Tandem Investment Advisors's Duke Energy position peaked at $340K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.