Axiom Investment Management’s Duke Energy DUK Stock Holding History

Axiom 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	$193K	Buy	+1,472	New	+$184K	0.15%	109
2022 Q4	–	Sell	-738	Closed	-$68K	–	182
2022 Q3	$68K	Buy	+738	New	+$79.3K	0.14%	130
2021 Q2	–	Sell	-2,310	Closed	-$223K	–	171
2021 Q1	$223K	Buy	+2,310	New	+$211K	0.18%	114
2019 Q3	–	Sell	-4,017	Closed	-$354K	–	276
2019 Q2	$354K	Sell	4,017 -65	-2%	-$5.75K	0.06%	262
2019 Q1	$371K	Sell	4,082 -10,275	-72%	-$906K	0.07%	255
2018 Q4	$1.24M	Buy	+14,357	New	+$1.22M	0.26%	91

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Axiom Investment Management opened a new position in Duke Energy (DUK) in Q1 2026: 1,472 shares worth $193K. The stake represents 0.15% of the portfolio and ranks #109 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in DUK as recently as Q3 2022.

Axiom Investment Management first reported a position in DUK in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2018. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Axiom Investment Management held 1,472 shares of Duke Energy worth $193K as of Q1 2026.
Duke Energy was a new Axiom Investment Management position in Q1 2026.
Duke Energy made up 0.15% of Axiom Investment Management's portfolio in Q1 2026, its #109 holding.
Axiom Investment Management first reported a position in Duke Energy in Q4 2018 and has held it in 6 quarters since.
Axiom Investment Management's Duke Energy position peaked at $1.24M in Q4 2018.
2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.