Tidal Investments’s Duke Energy DUK Stock Holding History

Tidal Investments’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	$367K	Buy	+2,900	New	+$366K	﹤0.01%	2217

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

Tidal Investments's DUK Position: Q2 2026 in Review

Tidal Investments increased its Duke Energy (DUK) stake by 5.8% in Q2 2026, buying an estimated $391K and bringing the position to 56,195 shares worth $7.11M. The position accounts for 0.01% of the portfolio, ranked #823.

Tidal Investments first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Tidal Investments held 56,195 shares of Duke Energy worth $7.11M as of Q2 2026.
Tidal Investments bought 3,099 Duke Energy shares in Q2 2026, an estimated $391K.
Duke Energy made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #823 holding.
Tidal Investments first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.