Baker Avenue Asset Management’s Duke Energy DUK Stock Holding History

Baker Avenue Asset 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	$478K	Buy	3,650 +786	+27%	+$98.3K	0.01%	443
2025 Q4	$336K	Sell	2,864 -1,953	-41%	-$238K	0.01%	476
2025 Q3	$596K	Buy	4,817 +410	+9%	+$49.8K	0.01%	320
2025 Q2	$520K	Buy	4,407 +592	+16%	+$69.9K	0.01%	298
2025 Q1	$465K	Sell	3,815 -524	-12%	-$59.7K	0.01%	306
2024 Q4	$468K	Buy	4,339 +552	+15%	+$62.5K	0.01%	297
2024 Q3	$437K	Buy	3,787 +36	+1%	+$4.01K	0.01%	303
2024 Q2	$376K	Buy	+3,751	New	+$375K	0.01%	293
2023 Q4	–	Sell	-2,695	Closed	-$238K	–	670
2023 Q3	$238K	Buy	2,695 +1,045	+63%	+$95.8K	0.01%	321
2023 Q2	$148K	Sell	1,650 -374	-18%	-$35.3K	0.01%	370
2023 Q1	$195K	Buy	2,024 +1,799	+800%	+$178K	0.01%	345
2022 Q4	$23.2K	Buy	+225	New	+$21.6K	﹤0.01%	596

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

Baker Avenue Asset Management's DUK Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Duke Energy (DUK) stake by 27% in Q1 2026, buying an estimated $98.3K and bringing the position to 3,650 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #443.

Baker Avenue Asset Management first reported a position in DUK in Q4 2022 and has held it in 12 quarters since. The position peaked at $596K in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Baker Avenue Asset Management held 3,650 shares of Duke Energy worth $478K as of Q1 2026.
Baker Avenue Asset Management bought 786 Duke Energy shares in Q1 2026, an estimated $98.3K.
Duke Energy made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #443 holding.
Baker Avenue Asset Management first reported a position in Duke Energy in Q4 2022 and has held it in 12 quarters since.
Baker Avenue Asset Management's Duke Energy position peaked at $596K in Q3 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.