Wells Fargo
DUK icon

Wells Fargo’s Duke Energy DUK Stock Holding History

Wells Fargo’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
2022
Q1 		– Sell
-44,300
Closed -$4.65M – 7197
2021
Q4 		$4.65M Buy
+44,300
New +$4.49M ﹤0.01% 2645
2015
Q3 		– Sell
-200,000
Closed -$11K – 6242
2015
Q2 		$11K Buy
+200,000
New +$15.1M ﹤0.01% 5780

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

Wells Fargo's DUK Position: Q2 2026 in Review

Wells Fargo increased its Duke Energy (DUK) stake by 1.8% in Q2 2026, buying an estimated $8.86M and bringing the position to 3,956,407 shares worth $501M. The position accounts for 0.08% of the portfolio, ranked #214.

Wells Fargo first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $509M in Q1 2026. 2,499 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wells Fargo held 3,956,407 shares of Duke Energy worth $501M as of Q2 2026.
  • Wells Fargo bought 70,218 Duke Energy shares in Q2 2026, an estimated $8.86M.
  • Duke Energy made up 0.08% of Wells Fargo's portfolio in Q2 2026, its #214 holding.
  • Wells Fargo first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's Duke Energy position peaked at $509M in Q1 2026.
  • 2,499 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.