V. M. MANNING & CO., INC. DUK — DUKE ENERGY CORP NEW

Ownership history in V. M. MANNING & CO., INC.  ·  4 quarters on record

AI Ownership Summary

V. M. MANNING & CO., INC. reported DUKE ENERGY CORP NEW (DUK) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 2.63% in 2025 Q2. The latest visible filing shows DUK at 2.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DUK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was V. M. MANNING & CO., INC.'s position in DUKE ENERGY CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DUK was reported at 2.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.63% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DUK stock page V. M. MANNING & CO., INC. fund profile V. M. MANNING & CO., INC. full holdings
How V. M. MANNING & CO., INC. held DUK — position size vs. price
% of Fund (quarterly)    DUK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 19,213 +2,021 +11.8% 2.08% $2.4M 2026-07-13 $126.86
2025 Q4 REDUCED 11.4% +12.7% ❌ 17,192 -2,202 -11.4% 2.03% $2.0M 2026-02-09 $119.66
2025 Q3 UNCHANGED — — — 19,394 — 0% 2.16% $2.4M 2025-10-16 $124.16
2025 Q2 INITIATED — — — 19,394 — — 2.63% $2.4M 2025-09-04 $117.80

🏢 Other funds also holding DUK

As of 2026 Q2 — sorted by position size

Mayflower Financial Advisors, LLC 3Y 3.18% Constitution Capital LLC 3Y 2.26% GODSEY & GIBB, INC 3Y 7Y 2.1% SWP Investment Management LLC 2.09% Sarasin & Partners LLP 3Y 7Y 1.9% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 1.82% Bank & Trust Co 1.8% WHITENER CAPITAL MANAGEMENT, INC. 3Y 7Y 1.75% Vertrix Wealth Management, LLC 1.75% Kentucky Trust Co 1.32%

FAQ About V. M. MANNING & CO., INC. and DUK

These are the practical questions this page is built to answer before you even open the full history table.

How long has V. M. MANNING & CO., INC. reported owning DUK?

V. M. MANNING & CO., INC. reported DUK across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported DUK position in V. M. MANNING & CO., INC.'s portfolio?

The largest reported portfolio weight for DUK was 2.63% in 2025 Q2.

What is the latest reported DUK position on this page?

The most recent filing on this page is 2026 Q2, when V. M. MANNING & CO., INC. reported 19,213 shares, equal to 2.08% of portfolio, with an estimated market value of $2.4M.

What does the chart on this DUK ownership page compare?

The chart compares V. M. MANNING & CO., INC.'s quarterly DUK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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