TA
DUK icon

Tectonic Advisors’s Duke Energy DUK Stock Holding History

Tectonic 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 		$12.1M Buy
95,497
+6,302
+7% +$795K 0.58% 52
2026
Q1 		$11.7M Buy
89,195
+3,726
+4% +$466K 0.62% 51
2025
Q4 		$10M Buy
85,469
+6,400
+8% +$782K 0.53% 59
2025
Q3 		$9.78M Buy
79,069
+6,146
+8% +$746K 0.53% 56
2025
Q2 		$8.6M Buy
72,923
+7,143
+11% +$843K 0.5% 54
2025
Q1 		$8.02M Buy
65,780
+4,583
+7% +$522K 0.5% 54
2024
Q4 		$6.59M Buy
61,197
+7,347
+14% +$832K 0.43% 59
2024
Q3 		$6.21M Buy
53,850
+6,522
+14% +$726K 0.41% 64
2024
Q2 		$4.74M Buy
47,328
+3,086
+7% +$309K 0.34% 66
2024
Q1 		$4.28M Buy
44,242
+3,916
+10% +$372K 0.33% 68
2023
Q4 		$3.91M Buy
40,326
+2,415
+6% +$220K 0.33% 67
2023
Q3 		$3.35M Buy
37,911
+5,009
+15% +$459K 0.31% 69
2023
Q2 		$2.95M Buy
32,902
+4,067
+14% +$384K 0.36% 70
2023
Q1 		$2.78M Buy
28,835
+6,579
+30% +$650K 0.38% 66
2022
Q4 		$2.29M Buy
22,256
+5,445
+32% +$523K 0.36% 68
2022
Q3 		$1.56M Buy
16,811
+3,354
+25% +$360K 0.29% 72
2022
Q2 		$1.44M Buy
13,457
+2,849
+27% +$313K 0.26% 74
2022
Q1 		$1.18M Buy
10,608
+1,937
+22% +$201K 0.2% 77
2021
Q4 		$909K Buy
8,671
+4,311
+99% +$437K 0.16% 90
2021
Q3 		$426K Buy
4,360
+1,107
+34% +$115K 0.08% 129
2021
Q2 		$321K Buy
3,253
+509
+19% +$51.1K 0.07% 138
2021
Q1 		$264K Buy
+2,744
New +$250K 0.07% 141

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

Tectonic Advisors's DUK Position: Q2 2026 in Review

Tectonic Advisors increased its Duke Energy (DUK) stake by 7.1% in Q2 2026, buying an estimated $795K and bringing the position to 95,497 shares worth $12.1M. The position accounts for 0.58% of the portfolio, ranked #52.

Tectonic Advisors first reported a position in DUK in Q1 2021 and has held it in 22 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Tectonic Advisors held 95,497 shares of Duke Energy worth $12.1M as of Q2 2026.
  • Tectonic Advisors bought 6,302 Duke Energy shares in Q2 2026, an estimated $795K.
  • Duke Energy made up 0.58% of Tectonic Advisors's portfolio in Q2 2026, its #52 holding.
  • Tectonic Advisors first reported a position in Duke Energy in Q1 2021 and has held it in 22 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.