YDMI
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Y.D. More Investments’s Duke Energy DUK Stock Holding History

Y.D. More Investments’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 		$1K Buy
2,356
+325
+16% +$41K ﹤0.01% 445
2026
Q1 		$840 Buy
2,031
+190
+10% +$23.8K ﹤0.01% 420
2025
Q4 		$676 Buy
1,841
+822
+81% +$100K ﹤0.01% 422
2025
Q3 		$381 Sell
1,019
-245
-19% -$29.7K ﹤0.01% 409
2025
Q2 		$438 Buy
1,264
+33
+3% +$3.89K ﹤0.01% 406
2025
Q1 		$404 Sell
1,231
-51
-4% -$5.81K ﹤0.01% 423
2024
Q4 		$379 Buy
1,282
+22
+2% +$2.49K ﹤0.01% 405
2024
Q3 		$392 Buy
1,260
+51
+4% +$5.68K ﹤0.01% 385
2024
Q2 		$322 Buy
+1,209
New +$121K ﹤0.01% 394

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

Y.D. More Investments's DUK Position: Q2 2026 in Review

Y.D. More Investments increased its Duke Energy (DUK) stake by 16% in Q2 2026, buying an estimated $41K and bringing the position to 2,356 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Y.D. More Investments first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Y.D. More Investments held 2,356 shares of Duke Energy worth $1K as of Q2 2026.
  • Y.D. More Investments bought 325 Duke Energy shares in Q2 2026, an estimated $41K.
  • Duke Energy made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #445 holding.
  • Y.D. More Investments first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.