VeraBank’s Duke Energy DUK Stock Holding History

VeraBank’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	$726K	Sell	5,738 -1,166	-17%	-$147K	0.12%	90
2026 Q1	$904K	Sell	6,904 -227	-3%	-$28.4K	0.17%	83
2025 Q4	$836K	Sell	7,131 -257	-3%	-$31.4K	0.15%	89
2025 Q3	$914K	Sell	7,388 -294	-4%	-$35.7K	0.17%	83
2025 Q2	$906K	Buy	7,682 +5,220	+212%	+$616K	0.18%	87
2025 Q1	$300K	Sell	2,462 -12	-0.5%	-$1.37K	0.08%	119
2024 Q4	$267K	Sell	2,474 -49	-2%	-$5.55K	0.08%	127
2024 Q3	$291K	Sell	2,523 -40	-2%	-$4.45K	0.09%	129
2024 Q2	$257K	Hold	2,563	–	–	0.08%	130
2024 Q1	$248K	Hold	2,563	–	–	0.08%	134
2023 Q4	$249K	Buy	2,563 +62	+2%	+$5.64K	0.08%	128
2023 Q3	$221K	Hold	2,501	–	–	0.08%	127
2023 Q2	$224K	Hold	2,501	–	–	0.09%	126
2023 Q1	$241K	Hold	2,501	–	–	0.11%	122
2022 Q4	$258K	Hold	2,501	–	–	0.13%	107
2022 Q3	$233K	Hold	2,501	–	–	0.15%	108
2022 Q2	$269K	Hold	2,501	–	–	0.16%	109
2022 Q1	$279K	Hold	2,501	–	–	0.14%	109
2021 Q4	$262K	Sell	2,501 -55	-2%	-$5.58K	0.13%	118
2021 Q3	$250K	Buy	2,556 +55	+2%	+$5.69K	0.14%	116
2021 Q2	$247K	Hold	2,501	–	–	0.15%	107
2021 Q1	$241K	Hold	2,501	–	–	0.16%	104
2020 Q4	$229K	Sell	2,501 -151	-6%	-$14K	0.16%	97
2020 Q3	$235K	Hold	2,652	–	–	0.18%	96
2020 Q2	$212K	Buy	+2,652	New	+$224K	0.17%	102

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

VeraBank's DUK Position: Q2 2026 in Review

VeraBank reduced its Duke Energy (DUK) stake by 17% in Q2 2026, selling an estimated $147K and leaving 5,738 shares worth $726K. The position accounts for 0.12% of the portfolio, ranked #90.

VeraBank first reported a position in DUK in Q2 2020 and has held it in 25 quarters since. The position peaked at $914K in Q3 2025. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

VeraBank held 5,738 shares of Duke Energy worth $726K as of Q2 2026.
VeraBank sold 1,166 Duke Energy shares in Q2 2026, an estimated $147K.
Duke Energy made up 0.12% of VeraBank's portfolio in Q2 2026, its #90 holding.
VeraBank first reported a position in Duke Energy in Q2 2020 and has held it in 25 quarters since.
VeraBank's Duke Energy position peaked at $914K in Q3 2025.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.