VVP
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Venture Visionary Partners’s Duke Energy DUK Stock Holding History

Venture Visionary Partners’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 		$917K Buy
7,244
+586
+9% +$73.9K 0.03% 357
2026
Q1 		$872K Sell
6,658
-353
-5% -$44.1K 0.03% 339
2025
Q4 		$842K Buy
7,011
+269
+4% +$32.8K 0.03% 343
2025
Q3 		$834K Sell
6,742
-105
-2% -$12.7K 0.03% 319
2025
Q2 		$808K Buy
6,847
+353
+5% +$41.7K 0.03% 311
2025
Q1 		$792K Buy
6,494
+772
+13% +$88K 0.03% 303
2024
Q4 		$617K Sell
5,722
-115
-2% -$13K 0.03% 329
2024
Q3 		$673K Sell
5,837
-371
-6% -$41.3K 0.03% 327
2024
Q2 		$622K Buy
6,208
+156
+3% +$15.6K 0.03% 338
2024
Q1 		$585K Sell
6,052
-312
-5% -$29.6K 0.03% 345
2023
Q4 		$618K Buy
6,364
+56
+0.9% +$5.09K 0.03% 321
2023
Q3 		$557K Buy
6,308
+362
+6% +$33.2K 0.03% 312
2023
Q2 		$534K Sell
5,946
-2,193
-27% -$207K 0.03% 330
2023
Q1 		$785K Sell
8,139
-322
-4% -$31.8K 0.05% 266
2022
Q4 		$871K Buy
8,461
+102
+1% +$9.79K 0.06% 238
2022
Q3 		$777K Sell
8,359
-316
-4% -$33.9K 0.06% 234
2022
Q2 		$930K Buy
8,675
+28
+0.3% +$3.08K 0.07% 213
2022
Q1 		$965K Buy
8,647
+406
+5% +$42.2K 0.06% 224
2021
Q4 		$864K Buy
8,241
+30
+0.4% +$3.04K 0.06% 245
2021
Q3 		$801K Buy
8,211
+1,891
+30% +$196K 0.06% 246
2021
Q2 		$623K Sell
6,320
-296
-4% -$29.7K 0.05% 276
2021
Q1 		$638K Buy
6,616
+2,402
+57% +$219K 0.05% 262
2020
Q4 		$385K Buy
+4,214
New +$390K 0.04% 279

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

Venture Visionary Partners's DUK Position: Q2 2026 in Review

Venture Visionary Partners increased its Duke Energy (DUK) stake by 8.8% in Q2 2026, buying an estimated $73.9K and bringing the position to 7,244 shares worth $917K. The position accounts for 0.03% of the portfolio, ranked #357.

Venture Visionary Partners first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $965K in Q1 2022. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Venture Visionary Partners held 7,244 shares of Duke Energy worth $917K as of Q2 2026.
  • Venture Visionary Partners bought 586 Duke Energy shares in Q2 2026, an estimated $73.9K.
  • Duke Energy made up 0.03% of Venture Visionary Partners's portfolio in Q2 2026, its #357 holding.
  • Venture Visionary Partners first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • Venture Visionary Partners's Duke Energy position peaked at $965K in Q1 2022.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.