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Whitney & Co’s Duke Energy DUK Stock Holding History

Whitney & Co’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 		$228K Hold
1,800
– – 0.02% 169
2026
Q1 		$236K Sell
1,800
-135
-7% -$16.9K 0.02% 156
2025
Q4 		$227K Buy
+1,935
New +$236K 0.02% 162
2018
Q4 		– Sell
-392
Closed -$33K – 194
2018
Q3 		$33K Buy
392
+91
+30% +$7.36K 0.01% 213
2018
Q2 		$24K Hold
301
– – 0.01% 200
2018
Q1 		$23K Buy
+301
New +$23.3K 0.01% 205

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 $3.37T AUM 44.26% 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

Whitney & Co's DUK Position: Q2 2026 in Review

Whitney & Co held its Duke Energy (DUK) position steady in Q2 2026 at 1,800 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #169.

Whitney & Co first reported a position in DUK in Q1 2018 and has held it in 6 quarters since. The position peaked at $236K in Q1 2026. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Whitney & Co held 1,800 shares of Duke Energy worth $228K as of Q2 2026.
  • Whitney & Co left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.02% of Whitney & Co's portfolio in Q2 2026, its #169 holding.
  • Whitney & Co first reported a position in Duke Energy in Q1 2018 and has held it in 6 quarters since.
  • Whitney & Co's Duke Energy position peaked at $236K in Q1 2026.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.