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William B. Walkup & Associates’s Duke Energy DUK Stock Holding History

William B. Walkup & Associates’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 		$397K Sell
3,137
-204
-6% -$25.7K 0.19% 73
2026
Q1 		$408K Buy
3,341
+204
+7% +$25.5K 0.24% 66
2025
Q4 		$368K Sell
3,137
-87
-3% -$10.6K 0.2% 72
2025
Q3 		$399K Sell
3,224
-2
-0.1% -$243 0.21% 71
2025
Q2 		$381K Sell
3,226
-115
-3% -$13.6K 0.22% 70
2025
Q1 		$408K Hold
3,341
– – 0.25% 65
2024
Q4 		$360K Sell
3,341
-17
-0.5% -$1.93K 0.23% 72
2024
Q3 		$387K Hold
3,358
– – 0.24% 72
2024
Q2 		$337K Buy
+3,358
New +$336K 0.22% 73

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

William B. Walkup & Associates's DUK Position: Q2 2026 in Review

William B. Walkup & Associates reduced its Duke Energy (DUK) stake by 6.1% in Q2 2026, selling an estimated $25.7K and leaving 3,137 shares worth $397K. The position accounts for 0.19% of the portfolio, ranked #73.

William B. Walkup & Associates first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $408K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • William B. Walkup & Associates held 3,137 shares of Duke Energy worth $397K as of Q2 2026.
  • William B. Walkup & Associates sold 204 Duke Energy shares in Q2 2026, an estimated $25.7K.
  • Duke Energy made up 0.19% of William B. Walkup & Associates's portfolio in Q2 2026, its #73 holding.
  • William B. Walkup & Associates first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • William B. Walkup & Associates's Duke Energy position peaked at $408K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.