AIIMS
DUK icon

Analyst IMS Investment Management Services’s Duke Energy DUK Stock Holding History

Analyst IMS Investment Management Services’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 		$262K Buy
1,999
+159
+9% +$19.9K 0.01% 132
2025
Q4 		$216K Buy
+1,840
New +$225K 0.01% 124
2025
Q1 		– Sell
-2,367
Closed -$255K – 135
2024
Q4 		$255K Buy
2,367
+441
+23% +$50K 0.01% 124
2024
Q3 		$222K Sell
1,926
-161
-8% -$17.9K 0.01% 132
2024
Q2 		$209K Buy
+2,087
New +$209K 0.01% 127

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

Analyst IMS Investment Management Services's DUK Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its Duke Energy (DUK) stake by 8.6% in Q1 2026, buying an estimated $19.9K and bringing the position to 1,999 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #132.

Analyst IMS Investment Management Services first reported a position in DUK in Q2 2024 and has held it in 5 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Analyst IMS Investment Management Services held 1,999 shares of Duke Energy worth $262K as of Q1 2026.
  • Analyst IMS Investment Management Services bought 159 Duke Energy shares in Q1 2026, an estimated $19.9K.
  • Duke Energy made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #132 holding.
  • Analyst IMS Investment Management Services first reported a position in Duke Energy in Q2 2024 and has held it in 5 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.