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William John Sempolinski’s Duke Energy DUK Stock Holding History

William John Sempolinski’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 		$256K Hold
2,020
– – 0.1% 96
2026
Q1 		$264K Buy
2,020
+240
+13% +$30K 0.13% 80
2025
Q4 		$209K Buy
+1,780
New +$217K 0.1% 84

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

William John Sempolinski's DUK Position: Q2 2026 in Review

William John Sempolinski held its Duke Energy (DUK) position steady in Q2 2026 at 2,020 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #96.

William John Sempolinski first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q1 2026. 2,499 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • William John Sempolinski held 2,020 shares of Duke Energy worth $256K as of Q2 2026.
  • William John Sempolinski left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.1% of William John Sempolinski's portfolio in Q2 2026, its #96 holding.
  • William John Sempolinski first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • William John Sempolinski's Duke Energy position peaked at $264K in Q1 2026.
  • 2,499 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on William John Sempolinski's 13F filing for Q2 2026, filed 14 Aug 2026.