Vanguard Personalized Indexing Management
DUK icon

Vanguard Personalized Indexing Management’s Duke Energy DUK Stock Holding History

Vanguard Personalized Indexing Management’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 		$18.1M Buy
142,989
+6,914
+5% +$872K 0.15% 100
2026
Q1 		$17.8M Buy
136,075
+12,594
+10% +$1.57M 0.17% 91
2025
Q4 		$14.5M Sell
123,481
-5,379
-4% -$657K 0.14% 107
2025
Q3 		$16M Buy
128,860
+8,092
+7% +$982K 0.16% 99
2025
Q2 		$14.3M Buy
120,768
+16,632
+16% +$1.96M 0.16% 107
2025
Q1 		$12.7M Buy
104,136
+8,551
+9% +$975K 0.19% 93
2024
Q4 		$10.3M Buy
95,585
+10,680
+13% +$1.21M 0.16% 97
2024
Q3 		$9.79M Buy
84,905
+11,977
+16% +$1.33M 0.16% 106
2024
Q2 		$7.02M Buy
72,928
+15,719
+27% +$1.57M 0.13% 124
2024
Q1 		$5.53M Buy
57,209
+7,183
+14% +$681K 0.12% 154
2023
Q4 		$4.85M Sell
50,026
-5,126
-9% -$466K 0.12% 135
2023
Q3 		$4.87M Buy
55,152
+2,500
+5% +$229K 0.15% 119
2023
Q2 		$4.72M Buy
52,652
+1,886
+4% +$178K 0.14% 121
2023
Q1 		$4.9M Buy
50,766
+16,161
+47% +$1.6M 0.17% 107
2022
Q4 		$3.56M Sell
34,605
-6,163
-15% -$592K 0.15% 132
2022
Q3 		$3.79M Buy
40,768
+4,654
+13% +$500K 0.17% 109
2022
Q2 		$3.87M Buy
36,114
+8,289
+30% +$911K 0.18% 97
2022
Q1 		$3.11M Buy
27,825
+10,552
+61% +$1.1M 0.15% 114
2021
Q4 		$1.81M Buy
17,273
+7,165
+71% +$726K 0.11% 187
2021
Q3 		$986K Buy
10,108
+2,068
+26% +$214K 0.09% 227
2021
Q2 		$794K Buy
8,040
+4,130
+106% +$415K 0.08% 286
2021
Q1 		$377K Buy
3,910
+508
+15% +$46.4K 0.06% 419
2020
Q4 		$311K Buy
3,402
+691
+25% +$63.9K 0.07% 361
2020
Q3 		$240K Sell
2,711
-459
-14% -$37.8K 0.07% 349
2020
Q2 		$253K Sell
3,170
-4,047
-56% -$342K 0.11% 234
2020
Q1 		$584K Buy
+7,217
New +$663K 0.34% 82

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

Vanguard Personalized Indexing Management's DUK Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Duke Energy (DUK) stake by 5.1% in Q2 2026, buying an estimated $872K and bringing the position to 142,989 shares worth $18.1M. The position accounts for 0.15% of the portfolio, ranked #100.

Vanguard Personalized Indexing Management first reported a position in DUK in Q1 2020 and has held it in 26 quarters since. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Vanguard Personalized Indexing Management held 142,989 shares of Duke Energy worth $18.1M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 6,914 Duke Energy shares in Q2 2026, an estimated $872K.
  • Duke Energy made up 0.15% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #100 holding.
  • Vanguard Personalized Indexing Management first reported a position in Duke Energy in Q1 2020 and has held it in 26 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.