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Winthrop Capital Management’s Duke Energy DUK Stock Holding History

Winthrop Capital Management’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 		$1.31M Buy
10,378
+58
+0.6% +$7.32K 0.32% 58
2026
Q1 		$1.35M Buy
10,320
+298
+3% +$37.3K 0.35% 60
2025
Q4 		$1.18M Sell
10,022
-151
-1% -$18.4K 0.27% 65
2025
Q3 		$1.26M Buy
10,173
+145
+1% +$17.6K 0.3% 60
2025
Q2 		$1.18M Buy
10,028
+48
+0.5% +$5.66K 0.3% 64
2025
Q1 		$1.22M Buy
9,980
+237
+2% +$27K 0.33% 62
2024
Q4 		$1.05M Buy
9,743
+300
+3% +$34K 0.28% 71
2024
Q3 		$1.09M Buy
9,443
+651
+7% +$72.5K 0.52% 35
2024
Q2 		$881K Buy
8,792
+148
+2% +$14.8K 0.44% 36
2024
Q1 		$836K Buy
8,644
+93
+1% +$8.82K 0.39% 40
2023
Q4 		$830K Buy
+8,551
New +$778K 0.27% 77

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

Winthrop Capital Management's DUK Position: Q2 2026 in Review

Winthrop Capital Management increased its Duke Energy (DUK) stake by 0.56% in Q2 2026, buying an estimated $7.32K and bringing the position to 10,378 shares worth $1.31M. The position accounts for 0.32% of the portfolio, ranked #58.

Winthrop Capital Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q1 2026. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Winthrop Capital Management held 10,378 shares of Duke Energy worth $1.31M as of Q2 2026.
  • Winthrop Capital Management bought 58 Duke Energy shares in Q2 2026, an estimated $7.32K.
  • Duke Energy made up 0.32% of Winthrop Capital Management's portfolio in Q2 2026, its #58 holding.
  • Winthrop Capital Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Winthrop Capital Management's Duke Energy position peaked at $1.35M in Q1 2026.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.