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YANKCOM Partnership’s Duke Energy DUK Stock Holding History

YANKCOM Partnership’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 		$446K Buy
3,522
+55
+2% +$6.94K 0.16% 103
2026
Q1 		$454K Sell
3,467
-13
-0.4% -$1.63K 0.19% 99
2025
Q4 		$408K Buy
3,480
+12
+0.3% +$1.47K 0.17% 105
2025
Q3 		$429K Buy
3,468
+35
+1% +$4.25K 0.19% 101
2025
Q2 		$405K Buy
3,433
+21
+0.6% +$2.48K 0.2% 103
2025
Q1 		$416K Sell
3,412
-1,752
-34% -$200K 0.23% 97
2024
Q4 		$556K Buy
+5,164
New +$585K 0.3% 84

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

YANKCOM Partnership's DUK Position: Q2 2026 in Review

YANKCOM Partnership increased its Duke Energy (DUK) stake by 1.6% in Q2 2026, buying an estimated $6.94K and bringing the position to 3,522 shares worth $446K. The position accounts for 0.16% of the portfolio, ranked #103.

YANKCOM Partnership first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $556K in Q4 2024. 1,567 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • YANKCOM Partnership held 3,522 shares of Duke Energy worth $446K as of Q2 2026.
  • YANKCOM Partnership bought 55 Duke Energy shares in Q2 2026, an estimated $6.94K.
  • Duke Energy made up 0.16% of YANKCOM Partnership's portfolio in Q2 2026, its #103 holding.
  • YANKCOM Partnership first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • YANKCOM Partnership's Duke Energy position peaked at $556K in Q4 2024.
  • 1,567 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.