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Warm Springs Advisors’s Duke Energy DUK Stock Holding History

Warm Springs Advisors’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 		$290K Hold
2,291
– – 0.2% 41
2026
Q1 		$300K Hold
2,291
– – 0.25% 45
2025
Q4 		$269K Hold
2,291
– – 0.21% 47
2025
Q3 		$284K Hold
2,291
– – 0.22% 45
2025
Q2 		$270K Sell
2,291
-414
-15% -$48.9K 0.23% 44
2025
Q1 		$330K Buy
2,705
+100
+4% +$11.4K 0.33% 45
2024
Q4 		$281K Buy
+2,605
New +$295K 0.26% 48

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

Warm Springs Advisors's DUK Position: Q2 2026 in Review

Warm Springs Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 2,291 shares worth $290K. The position accounts for 0.2% of the portfolio, ranked #41.

Warm Springs Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $330K in Q1 2025. 2,499 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Warm Springs Advisors held 2,291 shares of Duke Energy worth $290K as of Q2 2026.
  • Warm Springs Advisors left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.2% of Warm Springs Advisors's portfolio in Q2 2026, its #41 holding.
  • Warm Springs Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Warm Springs Advisors's Duke Energy position peaked at $330K in Q1 2025.
  • 2,499 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Warm Springs Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.