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Van Strum & Towne’s Duke Energy DUK Stock Holding History

Van Strum & Towne’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 		$364K Sell
2,875
-66
-2% -$8.32K 0.1% 93
2026
Q1 		$385K Buy
2,941
+2
+0.1% +$250 0.11% 84
2025
Q4 		$344K Hold
2,939
– – 0.1% 96
2025
Q3 		$364K Hold
2,939
– – 0.11% 92
2025
Q2 		$347K Hold
2,939
– – 0.11% 90
2025
Q1 		$358K Buy
+2,939
New +$335K 0.12% 87

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

Van Strum & Towne's DUK Position: Q2 2026 in Review

Van Strum & Towne reduced its Duke Energy (DUK) stake by 2.2% in Q2 2026, selling an estimated $8.32K and leaving 2,875 shares worth $364K. The position accounts for 0.1% of the portfolio, ranked #93.

Van Strum & Towne first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $385K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Van Strum & Towne held 2,875 shares of Duke Energy worth $364K as of Q2 2026.
  • Van Strum & Towne sold 66 Duke Energy shares in Q2 2026, an estimated $8.32K.
  • Duke Energy made up 0.1% of Van Strum & Towne's portfolio in Q2 2026, its #93 holding.
  • Van Strum & Towne first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • Van Strum & Towne's Duke Energy position peaked at $385K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Van Strum & Towne's 13F filing for Q2 2026, filed 3 Aug 2026.