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Yaupon Capital Management’s Duke Energy DUK Stock Holding History

Yaupon 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 		$56.9M Buy
449,340
+111,612
+33% +$14.1M 1.12% 21
2026
Q1 		$44.2M Sell
337,728
-106,235
-24% -$13.3M 1.38% 20
2025
Q4 		$52M Buy
443,963
+26,233
+6% +$3.2M 1.88% 15
2025
Q3 		$51.7M Buy
417,730
+168,963
+68% +$20.5M 1.98% 12
2025
Q2 		$29.4M Buy
248,767
+20,272
+9% +$2.39M 1.32% 30
2025
Q1 		$27.9M Buy
228,495
+560
+0.2% +$63.8K 1.43% 24
2024
Q4 		$24.6M Buy
227,935
+134,336
+144% +$15.2M 1.01% 37
2024
Q3 		$10.8M Buy
+93,599
New +$10.4M 0.59% 59
2024
Q1 		– Sell
-151,200
Closed -$14.7M – 113
2023
Q4 		$14.7M Buy
+151,200
New +$13.8M 1.21% 30
2022
Q4 		– Sell
-38,218
Closed -$3.56M – 97
2022
Q3 		$3.56M Buy
+38,218
New +$4.1M 0.76% 38
2021
Q3 		– Sell
-54,600
Closed -$5.39M – 66
2021
Q2 		$5.39M Buy
+54,600
New +$5.49M 2.98% 13

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

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

Yaupon Capital Management increased its Duke Energy (DUK) stake by 33% in Q2 2026, buying an estimated $14.1M and bringing the position to 449,340 shares worth $56.9M. The position accounts for 1.12% of the portfolio, ranked #21.

Yaupon Capital Management first reported a position in DUK in Q2 2021 and has held it in 11 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Yaupon Capital Management held 449,340 shares of Duke Energy worth $56.9M as of Q2 2026.
  • Yaupon Capital Management bought 111,612 Duke Energy shares in Q2 2026, an estimated $14.1M.
  • Duke Energy made up 1.12% of Yaupon Capital Management's portfolio in Q2 2026, its #21 holding.
  • Yaupon Capital Management first reported a position in Duke Energy in Q2 2021 and has held it in 11 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Yaupon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.