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Ausbil Investment Management’s Duke Energy DUK Stock Holding History

Ausbil 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
-44,190
Closed -$5.18M – 69
2025
Q4 		$5.18M Hold
44,190
– – 2.94% 12
2025
Q3 		$5.41M Hold
44,190
– – 2.88% 15
2025
Q2 		$5.21M Buy
+44,190
New +$5.21M 3.06% 12

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

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

Ausbil Investment Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 44,190 shares — an estimated $5.18M sold.

Ausbil Investment Management first reported a position in DUK in Q2 2025 and held it in 3 quarters. The position peaked at $5.41M in Q3 2025. 2,475 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Ausbil Investment Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Ausbil Investment Management sold 44,190 Duke Energy shares in Q1 2026, an estimated $5.18M.
  • Ausbil Investment Management first reported a position in Duke Energy in Q2 2025 and held it in 3 quarters.
  • Ausbil Investment Management's Duke Energy position peaked at $5.41M in Q3 2025.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ausbil Investment Management's 13F filing for Q1 2026, filed 8 Apr 2026.