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Victrix Investment Advisors’s Duke Energy DUK Stock Holding History

Victrix Investment Advisors’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 		$2.5M Buy
19,746
+4,226
+27% +$533K 1.05% 32
2026
Q1 		$2.03M Buy
15,520
+1,250
+9% +$156K 0.74% 41
2025
Q4 		$1.67M Buy
14,270
+567
+4% +$69.2K 0.65% 46
2025
Q3 		$1.7M Buy
13,703
+947
+7% +$115K 0.93% 34
2025
Q2 		$1.51M Buy
12,756
+389
+3% +$45.9K 0.67% 46
2025
Q1 		$1.5M Sell
12,367
-3,679
-23% -$419K 0.79% 41
2024
Q4 		$1.73M Buy
+16,046
New +$1.82M 1.25% 27

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

Victrix Investment Advisors's DUK Position: Q2 2026 in Review

Victrix Investment Advisors increased its Duke Energy (DUK) stake by 27% in Q2 2026, buying an estimated $533K and bringing the position to 19,746 shares worth $2.5M. The position accounts for 1.05% of the portfolio, ranked #32.

Victrix Investment Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Victrix Investment Advisors held 19,746 shares of Duke Energy worth $2.5M as of Q2 2026.
  • Victrix Investment Advisors bought 4,226 Duke Energy shares in Q2 2026, an estimated $533K.
  • Duke Energy made up 1.05% of Victrix Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Victrix Investment Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.