WA
DUK icon

Walsh & Associates’s Duke Energy DUK Stock Holding History

Walsh & Associates’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 		$45.8K Hold
362
– – 0.04% 123
2026
Q1 		$47.4K Hold
362
– – 0.05% 112
2025
Q4 		$42.4K Buy
+362
New +$44.2K 0.04% 120

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

Walsh & Associates's DUK Position: Q2 2026 in Review

Walsh & Associates held its Duke Energy (DUK) position steady in Q2 2026 at 362 shares worth $45.8K. The position accounts for 0.04% of the portfolio, ranked #123.

Walsh & Associates first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.4K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Walsh & Associates held 362 shares of Duke Energy worth $45.8K as of Q2 2026.
  • Walsh & Associates left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.04% of Walsh & Associates's portfolio in Q2 2026, its #123 holding.
  • Walsh & Associates first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Duke Energy position peaked at $47.4K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.