Walter Public Investments’s Duke Energy DUK Stock Holding History

Walter Public Investments’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	$380K	Hold	3,000	–	–	0.09%	50
2026 Q1	$393K	Hold	3,000	–	–	0.09%	46
2025 Q4	$352K	Hold	3,000	–	–	0.06%	46
2025 Q3	$371K	Hold	3,000	–	–	0.06%	43
2025 Q2	$354K	Hold	3,000	–	–	0.06%	42
2025 Q1	$366K	Hold	3,000	–	–	0.07%	42
2024 Q4	$323K	Sell	3,000 -1,000	-25%	-$113K	0.06%	42
2024 Q3	$461K	Hold	4,000	–	–	0.08%	39
2024 Q2	$401K	Hold	4,000	–	–	0.08%	40
2024 Q1	$387K	Hold	4,000	–	–	0.08%	40
2023 Q4	$388K	Hold	4,000	–	–	0.08%	37
2023 Q3	$353K	Sell	4,000 -1,500	-27%	-$138K	0.08%	39
2023 Q2	$494K	Hold	5,500	–	–	0.11%	37
2023 Q1	$531K	Hold	5,500	–	–	0.16%	29
2022 Q4	$566K	Hold	5,500	–	–	0.19%	26
2022 Q3	$512K	Buy	+5,500	New	+$591K	0.18%	25

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Walter Public Investments's DUK Position: Q2 2026 in Review

Walter Public Investments held its Duke Energy (DUK) position steady in Q2 2026 at 3,000 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #50.

Walter Public Investments first reported a position in DUK in Q3 2022 and has held it in 16 quarters since. The position peaked at $566K in Q4 2022. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Walter Public Investments held 3,000 shares of Duke Energy worth $380K as of Q2 2026.
Walter Public Investments left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.09% of Walter Public Investments's portfolio in Q2 2026, its #50 holding.
Walter Public Investments first reported a position in Duke Energy in Q3 2022 and has held it in 16 quarters since.
Walter Public Investments's Duke Energy position peaked at $566K in Q4 2022.
2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Walter Public Investments's 13F filing for Q2 2026, filed 5 Aug 2026.