TD Capital Management’s Duke Energy DUK Stock Holding History

TD Capital Management’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	$15.3K	Hold	121	–	–	﹤0.01%	403
2026 Q1	$15.8K	Sell	121 -61	-34%	-$7.63K	﹤0.01%	406
2025 Q4	$21.3K	Buy	182 +61	+50%	+$7.45K	﹤0.01%	344
2025 Q3	$15K	Hold	121	–	–	﹤0.01%	371
2025 Q2	$14.3K	Buy	+121	New	+$14.3K	﹤0.01%	366
2023 Q4	–	Sell	-408	Closed	-$36K	–	419
2023 Q3	$36K	Buy	408 +4	+1%	+$367	﹤0.01%	201
2023 Q2	$36.3K	Buy	404 +4	+1%	+$378	﹤0.01%	203
2023 Q1	$38.6K	Buy	400 +4	+1%	+$395	﹤0.01%	191
2022 Q4	$40.7K	Buy	396 +4	+1%	+$384	0.01%	178
2022 Q3	$36K	Buy	+392	New	+$42.1K	0.01%	176
2022 Q1	–	Sell	-442	Closed	-$46K	–	170
2021 Q4	$46K	Buy	442 +381	+625%	+$38.6K	0.01%	167
2021 Q3	$6K	Hold	61	–	–	﹤0.01%	278
2021 Q2	$6K	Hold	61	–	–	﹤0.01%	273
2021 Q1	$6K	Buy	+61	New	+$5.57K	﹤0.01%	248
2020 Q1	–	Sell	-93	Closed	-$8K	–	254
2019 Q4	$8K	Sell	93 -441	-83%	-$40.4K	﹤0.01%	184
2019 Q3	$51K	Hold	534	–	–	0.01%	99
2019 Q2	$47K	Buy	+534	New	+$47.2K	0.01%	97
2017 Q4	–	Sell	-245	Closed	-$21K	–	199
2017 Q3	$21K	Hold	245	–	–	0.01%	103
2017 Q2	$20K	Hold	245	–	–	0.01%	95
2017 Q1	$20K	Hold	245	–	–	0.01%	93
2016 Q4	$19K	Hold	245	–	–	0.01%	96
2016 Q3	$20K	Hold	245	–	–	0.01%	88
2016 Q2	$21K	Buy	+245	New	+$19.6K	0.01%	87

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TD Capital Management's DUK Position: Q2 2026 in Review

TD Capital Management held its Duke Energy (DUK) position steady in Q2 2026 at 121 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

TD Capital Management first reported a position in DUK in Q2 2016 and has held it in 23 quarters since. The position peaked at $51K in Q3 2019. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

TD Capital Management held 121 shares of Duke Energy worth $15.3K as of Q2 2026.
TD Capital Management left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #403 holding.
TD Capital Management first reported a position in Duke Energy in Q2 2016 and has held it in 23 quarters since.
TD Capital Management's Duke Energy position peaked at $51K in Q3 2019.
2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.