7WCP
DUK icon

71 West Capital Partners’s Duke Energy DUK Stock Holding History

71 West Capital Partners’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 		$454K Buy
3,468
+655
+23% +$81.9K 0.02% 178
2025
Q4 		$330K Buy
+2,813
New +$344K 0.02% 186

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

71 West Capital Partners's DUK Position: Q1 2026 in Review

71 West Capital Partners increased its Duke Energy (DUK) stake by 23% in Q1 2026, buying an estimated $81.9K and bringing the position to 3,468 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #178.

71 West Capital Partners first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • 71 West Capital Partners held 3,468 shares of Duke Energy worth $454K as of Q1 2026.
  • 71 West Capital Partners bought 655 Duke Energy shares in Q1 2026, an estimated $81.9K.
  • Duke Energy made up 0.02% of 71 West Capital Partners's portfolio in Q1 2026, its #178 holding.
  • 71 West Capital Partners first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on 71 West Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.