Trifecta Capital Advisors’s Duke Energy DUK Stock Holding History

Trifecta Capital 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	$1.14K	Buy	+9	New	+$1.14K	﹤0.01%	350
2025 Q4	–	Sell	-13	Closed	-$1.61K	–	315
2025 Q3	$1.61K	Sell	13 -297	-96%	-$36K	﹤0.01%	365
2025 Q2	$36.6K	Buy	310 +297	+2,285%	+$35K	0.01%	186
2025 Q1	$1.59K	Hold	13	–	–	﹤0.01%	331
2024 Q4	$1.4K	Hold	13	–	–	﹤0.01%	341
2024 Q3	$1.5K	Hold	13	–	–	﹤0.01%	344
2024 Q2	$1.3K	Hold	13	–	–	﹤0.01%	358
2024 Q1	$1.26K	Hold	13	–	–	﹤0.01%	357
2023 Q4	$1.26K	Sell	13 -14	-52%	-$1.27K	﹤0.01%	376
2023 Q3	$2.38K	Hold	27	–	–	﹤0.01%	285
2023 Q2	$2.42K	Sell	27 -2	-7%	-$189	﹤0.01%	285
2023 Q1	$2.8K	Hold	29	–	–	﹤0.01%	269
2022 Q4	$2.99K	Buy	+29	New	+$2.78K	﹤0.01%	258

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

Trifecta Capital Advisors's DUK Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Duke Energy (DUK) in Q2 2026: 9 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #350 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in DUK as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in DUK in Q4 2022 and has held it in 13 quarters since. The position peaked at $36.6K in Q2 2025. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Trifecta Capital Advisors held 9 shares of Duke Energy worth $1.14K as of Q2 2026.
Duke Energy was a new Trifecta Capital Advisors position in Q2 2026.
Duke Energy made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #350 holding.
Trifecta Capital Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Duke Energy position peaked at $36.6K in Q2 2025.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.