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Vise Technologies’s Duke Energy DUK Stock Holding History

Vise Technologies’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 		$12.8M Buy
100,970
+58,107
+136% +$7.33M 0.14% 128
2026
Q1 		$5.02M Hold
42,863
– – 0.1% 165
2025
Q4 		$5.02M Buy
42,863
+10,294
+32% +$1.26M 0.1% 166
2025
Q3 		$4.03M Sell
32,569
-4,452
-12% -$540K 0.15% 139
2025
Q2 		$4.37M Buy
+37,021
New +$4.37M 0.18% 125
2024
Q4 		$1.86M Buy
17,249
+4,904
+40% +$556K 0.15% 141
2024
Q3 		$1.42M Buy
12,345
+2,781
+29% +$310K 0.18% 117
2024
Q2 		$959K Buy
9,564
+528
+6% +$52.8K 0.17% 127
2024
Q1 		$874K Sell
9,036
-676
-7% -$64.1K 0.17% 125
2023
Q4 		$942K Sell
9,712
-125
-1% -$11.4K 0.2% 117
2023
Q3 		$868K Buy
9,837
+439
+5% +$40.2K 0.21% 113
2023
Q2 		$843K Buy
9,398
+3,879
+70% +$366K 0.2% 108
2023
Q1 		$532K Buy
5,519
+326
+6% +$32.2K 0.14% 154
2022
Q4 		$535K Buy
5,193
+537
+12% +$51.5K 0.17% 136
2022
Q3 		$433K Buy
4,656
+1,811
+64% +$194K 0.16% 147
2022
Q2 		$305K Buy
+2,845
New +$313K 0.12% 194

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

Vise Technologies's DUK Position: Q2 2026 in Review

Vise Technologies increased its Duke Energy (DUK) stake by 136% in Q2 2026, buying an estimated $7.33M and bringing the position to 100,970 shares worth $12.8M. The position accounts for 0.14% of the portfolio, ranked #128.

Vise Technologies first reported a position in DUK in Q2 2022 and has held it in 16 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Vise Technologies held 100,970 shares of Duke Energy worth $12.8M as of Q2 2026.
  • Vise Technologies bought 58,107 Duke Energy shares in Q2 2026, an estimated $7.33M.
  • Duke Energy made up 0.14% of Vise Technologies's portfolio in Q2 2026, its #128 holding.
  • Vise Technologies first reported a position in Duke Energy in Q2 2022 and has held it in 16 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.