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Verus Capital Partners’s Duke Energy DUK Stock Holding History

Verus Capital 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 		$489K Sell
3,863
-1,785
-32% -$225K 0.03% 300
2026
Q1 		$740K Buy
5,648
+147
+3% +$18.4K 0.05% 201
2025
Q4 		$645K Sell
5,501
-402
-7% -$49.1K 0.04% 224
2025
Q3 		$731K Buy
5,903
+452
+8% +$54.9K 0.06% 185
2025
Q2 		$643K Buy
5,451
+329
+6% +$38.8K 0.06% 184
2025
Q1 		$625K Buy
5,122
+2,332
+84% +$266K 0.06% 178
2024
Q4 		$301K Buy
2,790
+162
+6% +$18.4K 0.03% 278
2024
Q3 		$303K Sell
2,628
-132
-5% -$14.7K 0.03% 261
2024
Q2 		$277K Buy
2,760
+60
+2% +$6K 0.03% 271
2024
Q1 		$261K Sell
2,700
-16
-0.6% -$1.52K 0.03% 281
2023
Q4 		$264K Buy
2,716
+296
+12% +$26.9K 0.03% 251
2023
Q3 		$214K Buy
+2,420
New +$222K 0.03% 276
2023
Q2 		– Sell
-2,307
Closed -$223K – 303
2023
Q1 		$223K Sell
2,307
-309
-12% -$30.5K 0.03% 249
2022
Q4 		$269K Buy
2,616
+341
+15% +$32.7K 0.05% 217
2022
Q3 		$212K Buy
2,275
+1,279
+128% +$137K 0.04% 241
2022
Q2 		$251K Sell
996
-1,528
-61% -$168K 0.05% 240
2022
Q1 		$281K Buy
+2,524
New +$262K 0.04% 247
2020
Q1 		$204K Buy
2,526
+110
+5% +$10.1K 0.06% 188
2019
Q4 		$220K Buy
+2,416
New +$221K 0.07% 223

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 $3.38T AUM 44.17% 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

Verus Capital Partners's DUK Position: Q2 2026 in Review

Verus Capital Partners reduced its Duke Energy (DUK) stake by 32% in Q2 2026, selling an estimated $225K and leaving 3,863 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #300.

Verus Capital Partners first reported a position in DUK in Q4 2019 and has held it in 19 quarters since. The position peaked at $740K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Verus Capital Partners held 3,863 shares of Duke Energy worth $489K as of Q2 2026.
  • Verus Capital Partners sold 1,785 Duke Energy shares in Q2 2026, an estimated $225K.
  • Duke Energy made up 0.03% of Verus Capital Partners's portfolio in Q2 2026, its #300 holding.
  • Verus Capital Partners first reported a position in Duke Energy in Q4 2019 and has held it in 19 quarters since.
  • Verus Capital Partners's Duke Energy position peaked at $740K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.