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Arcadia Investment Management’s Duke Energy DUK Stock Holding History

Arcadia Investment Management’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
-1
Closed -$118 – 371
2025
Q4 		$118 Buy
+1
New +$122 ﹤0.01% 379
2021
Q2 		– Sell
-188
Closed -$18K – 296
2021
Q1 		$18K Buy
+188
New +$17.2K ﹤0.01% 245
2020
Q3 		– Sell
-466
Closed -$37K – 278
2020
Q2 		$37K Sell
466
-435
-48% -$36.8K 0.01% 200
2020
Q1 		$73K Buy
901
+435
+93% +$40K 0.02% 158
2019
Q4 		$43K Hold
466
– – 0.01% 205
2019
Q3 		$45K Hold
466
– – 0.01% 201
2019
Q2 		$41K Buy
+466
New +$41.2K 0.01% 216

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

Arcadia Investment Management's DUK Position: Q1 2026 in Review

Arcadia Investment Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 1 share — an estimated $118 sold.

Arcadia Investment Management first reported a position in DUK in Q2 2019 and held it in 7 quarters. The position peaked at $73K in Q1 2020. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Arcadia Investment Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Arcadia Investment Management sold 1 Duke Energy share in Q1 2026, an estimated $118.
  • Arcadia Investment Management first reported a position in Duke Energy in Q2 2019 and held it in 7 quarters.
  • Arcadia Investment Management's Duke Energy position peaked at $73K in Q1 2020.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.