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DUK icon

Tidemark’s Duke Energy DUK Stock Holding History

Tidemark’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 		$147K Buy
1,163
+853
+275% +$108K 0.03% 185
2026
Q1 		$40.6K Hold
310
– – 0.01% 291
2025
Q4 		$36.3K Sell
310
-36
-10% -$4.4K 0.01% 277
2025
Q3 		$42.9K Sell
346
-29
-8% -$3.52K 0.01% 267
2025
Q2 		$44.3K Buy
375
+1
+0.3% +$118 0.01% 254
2025
Q1 		$45.7K Sell
374
-108
-22% -$12.3K 0.02% 256
2024
Q4 		$52K Buy
482
+5
+1% +$566 0.02% 230
2024
Q3 		$55K Buy
477
+6
+1% +$668 0.02% 216
2024
Q2 		$47.2K Buy
471
+323
+218% +$32.3K 0.02% 222
2024
Q1 		$14.3K Buy
+148
New +$14K 0.01% 388

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

Tidemark's DUK Position: Q2 2026 in Review

Tidemark increased its Duke Energy (DUK) stake by 275% in Q2 2026, buying an estimated $108K and bringing the position to 1,163 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #185.

Tidemark first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Tidemark held 1,163 shares of Duke Energy worth $147K as of Q2 2026.
  • Tidemark bought 853 Duke Energy shares in Q2 2026, an estimated $108K.
  • Duke Energy made up 0.03% of Tidemark's portfolio in Q2 2026, its #185 holding.
  • Tidemark first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.