1900 Wealth Management’s Duke Energy DUK Stock Holding History

1900 Wealth 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 Q1	$388K	Buy	2,963 +9	+0.3%	+$1.13K	0.02%	188
2025 Q4	$346K	Sell	2,954 -19	-0.6%	-$2.32K	0.02%	192
2025 Q3	$355K	Buy	2,973 +686	+30%	+$83.2K	0.02%	181
2025 Q2	$270K	Buy	2,287 +11	+0.5%	+$1.3K	0.02%	192
2025 Q1	$278K	Buy	2,276 +1	+0%	+$114	0.02%	192
2024 Q4	$245K	Sell	2,275 -66	-3%	-$7.48K	0.02%	201
2024 Q3	$270K	Buy	2,341 +66	+3%	+$7.35K	0.02%	196
2024 Q2	$228K	Hold	2,275	–	–	0.02%	209
2024 Q1	$220K	Buy	2,275 +189	+9%	+$17.9K	0.02%	228
2023 Q4	$202K	Sell	2,086 -513	-20%	-$46.7K	0.02%	288
2023 Q3	$229K	Buy	+2,599	New	+$238K	0.02%	272
2023 Q2	–	Sell	-2,356	Closed	-$240K	–	245
2023 Q1	$240K	Buy	+2,356	New	+$233K	0.03%	212
2022 Q3	–	Sell	-1,875	Closed	-$201K	–	224
2022 Q2	$201K	Hold	1,875	–	–	0.02%	219
2022 Q1	$209K	Buy	+1,875	New	+$195K	0.02%	233

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1900 Wealth Management's DUK Position: Q1 2026 in Review

1900 Wealth Management increased its Duke Energy (DUK) stake by 0.3% in Q1 2026, buying an estimated $1.13K and bringing the position to 2,963 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #188.

1900 Wealth Management first reported a position in DUK in Q1 2022 and has held it in 14 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

1900 Wealth Management held 2,963 shares of Duke Energy worth $388K as of Q1 2026.
1900 Wealth Management bought 9 Duke Energy shares in Q1 2026, an estimated $1.13K.
Duke Energy made up 0.02% of 1900 Wealth Management's portfolio in Q1 2026, its #188 holding.
1900 Wealth Management first reported a position in Duke Energy in Q1 2022 and has held it in 14 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.