AIP
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Almanack Investment Partners’s Duke Energy DUK Stock Holding History

Almanack Investment 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 		$522K Buy
3,989
+6
+0.2% +$750 0.09% 99
2025
Q4 		$467K Buy
3,983
+81
+2% +$9.89K 0.08% 104
2025
Q3 		$483K Sell
3,902
-1,572
-29% -$191K 0.07% 112
2025
Q2 		$646K Buy
5,474
+1,716
+46% +$202K 0.1% 103
2025
Q1 		$458K Sell
3,758
-128
-3% -$14.6K 0.09% 95
2024
Q4 		$419K Hold
3,886
– – 0.06% 121
2024
Q3 		$448K Buy
3,886
+34
+0.9% +$3.78K 0.07% 115
2024
Q2 		$386K Hold
3,852
– – 0.07% 121
2024
Q1 		$373K Buy
3,852
+126
+3% +$12K 0.06% 124
2023
Q4 		$362K Hold
3,726
– – 0.07% 108
2023
Q3 		$329K Hold
3,726
– – 0.06% 104
2023
Q2 		$334K Buy
3,726
+69
+2% +$6.51K 0.06% 120
2023
Q1 		$353K Hold
3,657
– – 0.07% 112
2022
Q4 		$377K Sell
3,657
-148
-4% -$14.2K 0.08% 101
2022
Q3 		$354K Sell
3,805
-166
-4% -$17.8K 0.07% 95
2022
Q2 		$426K Hold
3,971
– – 0.04% 262
2022
Q1 		$443K Sell
3,971
-119
-3% -$12.4K 0.04% 282
2021
Q4 		$429K Buy
4,090
+145
+4% +$14.7K 0.03% 287
2021
Q3 		$385K Hold
3,945
– – 0.03% 311
2021
Q2 		$389K Hold
3,945
– – 0.04% 269
2021
Q1 		$381K Buy
+3,945
New +$360K 0.04% 281
2017
Q2 		– Sell
-2,279
Closed -$187K – 184
2017
Q1 		$187K Buy
+2,279
New +$181K 0.14% 108

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

Almanack Investment Partners's DUK Position: Q1 2026 in Review

Almanack Investment Partners increased its Duke Energy (DUK) stake by 0.15% in Q1 2026, buying an estimated $750 and bringing the position to 3,989 shares worth $522K. The position accounts for 0.09% of the portfolio, ranked #99.

Almanack Investment Partners first reported a position in DUK in Q1 2017 and has held it in 22 quarters since. The position peaked at $646K in Q2 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Almanack Investment Partners held 3,989 shares of Duke Energy worth $522K as of Q1 2026.
  • Almanack Investment Partners bought 6 Duke Energy shares in Q1 2026, an estimated $750.
  • Duke Energy made up 0.09% of Almanack Investment Partners's portfolio in Q1 2026, its #99 holding.
  • Almanack Investment Partners first reported a position in Duke Energy in Q1 2017 and has held it in 22 quarters since.
  • Almanack Investment Partners's Duke Energy position peaked at $646K in Q2 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.