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Vicus Capital’s Duke Energy DUK Stock Holding History

Vicus Capital’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 		$308K Buy
2,434
+2
+0.1% +$252 0.02% 225
2026
Q1 		$318K Buy
+2,432
New +$304K 0.02% 211
2020
Q1 		– Sell
-2,716
Closed -$248K – 190
2019
Q4 		$248K Sell
2,716
-199
-7% -$18.2K 0.04% 181
2019
Q3 		$279K Sell
2,915
-98
-3% -$8.92K 0.04% 201
2019
Q2 		$266K Buy
3,013
+126
+4% +$11.1K 0.04% 201
2019
Q1 		$260K Buy
2,887
+1
+0% +$88 0.04% 197
2018
Q4 		$249K Sell
2,886
-302
-9% -$25.7K 0.04% 191
2018
Q3 		$255K Sell
3,188
-578
-15% -$46.7K 0.04% 199
2018
Q2 		$298K Sell
3,766
-1,832
-33% -$141K 0.05% 191
2018
Q1 		$434K Sell
5,598
-3,110
-36% -$240K 0.08% 158
2017
Q4 		$732K Sell
8,708
-318
-4% -$27.8K 0.13% 122
2017
Q3 		$757K Sell
9,026
-521
-5% -$44.6K 0.15% 115
2017
Q2 		$798K Sell
9,547
-5,770
-38% -$485K 0.16% 106
2017
Q1 		$1.26M Buy
15,317
+2,819
+23% +$224K 0.27% 79
2016
Q4 		$970K Buy
12,498
+6,442
+106% +$493K 0.22% 95
2016
Q3 		$485K Buy
6,056
+748
+14% +$61.9K 0.11% 137
2016
Q2 		$455K Buy
+5,308
New +$424K 0.11% 124
2014
Q4 		– Sell
-3,786
Closed -$283K – 177
2014
Q3 		$283K Buy
+3,786
New +$276K 0.09% 109

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

Vicus Capital's DUK Position: Q2 2026 in Review

Vicus Capital increased its Duke Energy (DUK) stake by 0.08% in Q2 2026, buying an estimated $252 and bringing the position to 2,434 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #225.

Vicus Capital first reported a position in DUK in Q3 2014 and has held it in 18 quarters since. The position peaked at $1.26M in Q1 2017. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Vicus Capital held 2,434 shares of Duke Energy worth $308K as of Q2 2026.
  • Vicus Capital bought 2 Duke Energy shares in Q2 2026, an estimated $252.
  • Duke Energy made up 0.02% of Vicus Capital's portfolio in Q2 2026, its #225 holding.
  • Vicus Capital first reported a position in Duke Energy in Q3 2014 and has held it in 18 quarters since.
  • Vicus Capital's Duke Energy position peaked at $1.26M in Q1 2017.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.