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White Pine Capital’s Duke Energy DUK Stock Holding History

White Pine Capital’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 		$626K Sell
4,944
-89
-2% -$11.2K 0.15% 162
2026
Q1 		$659K Buy
5,033
+1,365
+37% +$171K 0.18% 139
2025
Q4 		$430K Buy
3,668
+1,065
+41% +$130K 0.12% 170
2025
Q3 		$322K Buy
2,603
+649
+33% +$78.8K 0.09% 195
2025
Q2 		$231K Buy
+1,954
New +$231K 0.07% 214

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

White Pine Capital's DUK Position: Q2 2026 in Review

White Pine Capital reduced its Duke Energy (DUK) stake by 1.8% in Q2 2026, selling an estimated $11.2K and leaving 4,944 shares worth $626K. The position accounts for 0.15% of the portfolio, ranked #162.

White Pine Capital first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $659K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • White Pine Capital held 4,944 shares of Duke Energy worth $626K as of Q2 2026.
  • White Pine Capital sold 89 Duke Energy shares in Q2 2026, an estimated $11.2K.
  • Duke Energy made up 0.15% of White Pine Capital's portfolio in Q2 2026, its #162 holding.
  • White Pine Capital first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • White Pine Capital's Duke Energy position peaked at $659K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on White Pine Capital's 13F filing for Q2 2026, filed 5 Aug 2026.