Wellington Group’s Duke Energy DUK Stock Holding History

Wellington Group’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	-234	Closed	-$30.6K	–	209
2026 Q1	$30.6K	Sell	234 -18	-7%	-$2.25K	0.01%	325
2025 Q4	$29.5K	Buy	+252	New	+$30.8K	0.01%	321

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

Wellington Group's DUK Position: Q2 2026 in Review

Wellington Group sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 234 shares — an estimated $30.6K sold.

Wellington Group first reported a position in DUK in Q4 2025 and held it in 2 quarters. The position peaked at $30.6K in Q1 2026. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Wellington Group reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 234 Duke Energy shares in Q2 2026, an estimated $30.6K.
Wellington Group first reported a position in Duke Energy in Q4 2025 and held it in 2 quarters.
Wellington Group's Duke Energy position peaked at $30.6K in Q1 2026.
2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.