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Voleon Capital Management’s Duke Energy DUK Stock Holding History

Voleon Capital Management’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 		– Sell
-14,415
Closed -$1.89M – 820
2026
Q1 		$1.89M Buy
+14,415
New +$1.8M 0.04% 343
2025
Q4 		– Sell
-11,663
Closed -$1.44M – 849
2025
Q3 		$1.44M Buy
11,663
+4,185
+56% +$508K 0.04% 358
2025
Q2 		$882K Buy
+7,478
New +$882K 0.05% 254
2025
Q1 		– Sell
-2,384
Closed -$257K – 357
2024
Q4 		$257K Buy
+2,384
New +$270K 0.02% 297

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

Voleon Capital Management's DUK Position: Q2 2026 in Review

Voleon Capital Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 14,415 shares — an estimated $1.89M sold.

Voleon Capital Management first reported a position in DUK in Q4 2024 and held it in 4 quarters. The position peaked at $1.89M in Q1 2026. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Voleon Capital Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Voleon Capital Management sold 14,415 Duke Energy shares in Q2 2026, an estimated $1.89M.
  • Voleon Capital Management first reported a position in Duke Energy in Q4 2024 and held it in 4 quarters.
  • Voleon Capital Management's Duke Energy position peaked at $1.89M in Q1 2026.
  • 2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.