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Vista Investment Partners II’s Duke Energy DUK Stock Holding History

Vista Investment Partners II’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 		$480K Sell
3,793
-103
-3% -$13K 0.19% 103
2026
Q1 		$510K Sell
3,896
-1,821
-32% -$228K 0.23% 88
2025
Q4 		$670K Sell
5,717
-52
-0.9% -$6.35K 0.29% 80
2025
Q3 		$714K Sell
5,769
-5
-0.1% -$607 0.33% 66
2025
Q2 		$681K Buy
5,774
+207
+4% +$24.4K 0.33% 66
2025
Q1 		$679K Buy
5,567
+1,227
+28% +$140K 0.38% 63
2024
Q4 		$468K Buy
+4,340
New +$492K 0.28% 79

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vista Investment Partners II's DUK Position: Q2 2026 in Review

Vista Investment Partners II reduced its Duke Energy (DUK) stake by 2.6% in Q2 2026, selling an estimated $13K and leaving 3,793 shares worth $480K. The position accounts for 0.19% of the portfolio, ranked #103.

Vista Investment Partners II first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $714K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Vista Investment Partners II held 3,793 shares of Duke Energy worth $480K as of Q2 2026.
  • Vista Investment Partners II sold 103 Duke Energy shares in Q2 2026, an estimated $13K.
  • Duke Energy made up 0.19% of Vista Investment Partners II's portfolio in Q2 2026, its #103 holding.
  • Vista Investment Partners II first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Vista Investment Partners II's Duke Energy position peaked at $714K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.