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AlTi Global’s Duke Energy DUK Stock Holding History

AlTi Global’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 		$336K Buy
2,569
+34
+1% +$4.25K 0.01% 352
2025
Q4 		$297K Sell
2,535
-65
-3% -$7.94K 0.01% 381
2025
Q3 		$322K Buy
2,600
+96
+4% +$11.7K 0.01% 362
2025
Q2 		$296K Buy
2,504
+569
+29% +$67.1K 0.01% 356
2025
Q1 		$236K Sell
1,935
-213
-10% -$24.3K 0.01% 358
2024
Q4 		$232K Buy
2,148
+20
+0.9% +$2.27K 0.01% 383
2024
Q3 		$245K Buy
2,128
+16
+0.8% +$1.78K 0.01% 349
2024
Q2 		$212K Buy
+2,112
New +$211K 0.01% 362

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

AlTi Global's DUK Position: Q1 2026 in Review

AlTi Global increased its Duke Energy (DUK) stake by 1.3% in Q1 2026, buying an estimated $4.25K and bringing the position to 2,569 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #352.

AlTi Global first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • AlTi Global held 2,569 shares of Duke Energy worth $336K as of Q1 2026.
  • AlTi Global bought 34 Duke Energy shares in Q1 2026, an estimated $4.25K.
  • Duke Energy made up 0.01% of AlTi Global's portfolio in Q1 2026, its #352 holding.
  • AlTi Global first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.