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Atomi Financial Group’s Duke Energy DUK Stock Holding History

Atomi Financial Group’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 		$2.8M Buy
21,420
+1,389
+7% +$174K 0.09% 188
2025
Q4 		$2.35M Buy
20,031
+4,945
+33% +$604K 0.07% 207
2025
Q3 		$1.87M Buy
15,086
+992
+7% +$120K 0.06% 217
2025
Q2 		$1.66M Sell
14,094
-535
-4% -$63.1K 0.06% 218
2025
Q1 		$1.78M Buy
14,629
+1,337
+10% +$152K 0.08% 187
2024
Q4 		$1.43M Buy
13,292
+915
+7% +$104K 0.07% 199
2024
Q3 		$1.43M Buy
12,377
+310
+3% +$34.5K 0.09% 177
2024
Q2 		$1.21M Buy
12,067
+693
+6% +$69.3K 0.09% 181
2024
Q1 		$1.1M Buy
11,374
+5,253
+86% +$498K 0.1% 173
2023
Q4 		$594K Buy
6,121
+3,550
+138% +$323K 0.08% 229
2023
Q3 		$227K Buy
2,571
+102
+4% +$9.35K 0.08% 299
2023
Q2 		$222K Buy
+2,469
New +$233K 0.1% 233

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

Atomi Financial Group's DUK Position: Q1 2026 in Review

Atomi Financial Group increased its Duke Energy (DUK) stake by 6.9% in Q1 2026, buying an estimated $174K and bringing the position to 21,420 shares worth $2.8M. The position accounts for 0.09% of the portfolio, ranked #188.

Atomi Financial Group first reported a position in DUK in Q2 2023 and has held it in 12 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Atomi Financial Group held 21,420 shares of Duke Energy worth $2.8M as of Q1 2026.
  • Atomi Financial Group bought 1,389 Duke Energy shares in Q1 2026, an estimated $174K.
  • Duke Energy made up 0.09% of Atomi Financial Group's portfolio in Q1 2026, its #188 holding.
  • Atomi Financial Group first reported a position in Duke Energy in Q2 2023 and has held it in 12 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.