AlphaQuest’s Duke Energy DUK Stock Holding History

AlphaQuest’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	–	Sell	-39,046	Closed	-$4.58M	–	602
2025 Q4	$4.58M	Buy	39,046 +29,919	+328%	+$3.65M	0.26%	14
2025 Q3	$1.13M	Sell	9,127 -3,525	-28%	-$428K	0.07%	381
2025 Q2	$1.49M	Sell	12,652 -674	-5%	-$79.5K	0.15%	168
2025 Q1	$1.63M	Sell	13,326 -761	-5%	-$86.7K	0.18%	155
2024 Q4	$1.52M	Sell	14,087 -462	-3%	-$52.3K	0.2%	122
2024 Q3	$1.68M	Buy	+14,549	New	+$1.62M	0.15%	195

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AlphaQuest's DUK Position: Q1 2026 in Review

AlphaQuest sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 39,046 shares — an estimated $4.58M sold.

AlphaQuest first reported a position in DUK in Q3 2024 and held it in 6 quarters. The position peaked at $4.58M in Q4 2025. 2,480 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

AlphaQuest reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 39,046 Duke Energy shares in Q1 2026, an estimated $4.58M.
AlphaQuest first reported a position in Duke Energy in Q3 2024 and held it in 6 quarters.
AlphaQuest's Duke Energy position peaked at $4.58M in Q4 2025.
2,480 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.