TwinBeech Capital’s Duke Energy DUK Stock Holding History

TwinBeech Capital’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	$441K	Buy	+3,484	New	+$439K	0.08%	240
2025 Q1	–	Sell	-386,363	Closed	-$41.6M	–	773
2024 Q4	$41.6M	Buy	386,363 +354,422	+1,110%	+$40.2M	0.71%	44
2024 Q3	$3.68M	Buy	+31,941	New	+$3.56M	0.07%	306
2023 Q2	–	Sell	-56,611	Closed	-$5.46M	–	666
2023 Q1	$5.46M	Buy	+56,611	New	+$5.59M	0.11%	228
2022 Q1	–	Sell	-49,009	Closed	-$5.14M	–	558
2021 Q4	$5.14M	Buy	49,009 +25,261	+106%	+$2.56M	0.29%	106
2021 Q3	$2.32M	Buy	+23,748	New	+$2.46M	0.16%	192
2021 Q1	–	Sell	-5,127	Closed	-$469K	–	499
2020 Q4	$469K	Buy	+5,127	New	+$474K	0.08%	294
2020 Q3	–	Sell	-60,577	Closed	-$4.84M	–	473
2020 Q2	$4.84M	Buy	+60,577	New	+$5.12M	1.06%	6

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

TwinBeech Capital's DUK Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Duke Energy (DUK) in Q2 2026: 3,484 shares worth $441K. The stake represents 0.08% of the portfolio and ranks #240 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in DUK as recently as Q4 2024.

TwinBeech Capital first reported a position in DUK in Q2 2020 and has held it in 8 quarters since. The position peaked at $41.6M in Q4 2024. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

TwinBeech Capital held 3,484 shares of Duke Energy worth $441K as of Q2 2026.
Duke Energy was a new TwinBeech Capital position in Q2 2026.
Duke Energy made up 0.08% of TwinBeech Capital's portfolio in Q2 2026, its #240 holding.
TwinBeech Capital first reported a position in Duke Energy in Q2 2020 and has held it in 8 quarters since.
TwinBeech Capital's Duke Energy position peaked at $41.6M in Q4 2024.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.