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Balboa Wealth Partners’s Duke Energy DUK Stock Holding History

Balboa Wealth Partners’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 		$1.71M Buy
13,072
+2,301
+21% +$288K 0.29% 56
2025
Q4 		$1.26M Sell
10,771
-306
-3% -$37.4K 0.21% 78
2025
Q3 		$1.37M Buy
11,077
+1,459
+15% +$177K 0.24% 67
2025
Q2 		$1.13M Buy
9,618
+179
+2% +$21.1K 0.23% 81
2025
Q1 		$1.15M Buy
9,439
+548
+6% +$62.5K 0.28% 70
2024
Q4 		$958K Buy
8,891
+614
+7% +$69.6K 0.22% 80
2024
Q3 		$954K Buy
8,277
+4,053
+96% +$451K 0.24% 81
2024
Q2 		$423K Buy
4,224
+437
+12% +$43.7K 0.11% 150
2024
Q1 		$366K Buy
3,787
+935
+33% +$88.7K 0.11% 143
2023
Q4 		$277K Buy
2,852
+155
+6% +$14.1K 0.09% 172
2023
Q3 		$238K Hold
2,697
– – 0.09% 189
2023
Q2 		$242K Buy
2,697
+1
+0% +$94 0.08% 195
2023
Q1 		$260K Sell
2,696
-900
-25% -$88.9K 0.1% 182
2022
Q4 		$370K Buy
3,596
+901
+33% +$86.5K 0.17% 133
2022
Q3 		$251K Buy
+2,695
New +$289K 0.11% 165

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

Balboa Wealth Partners's DUK Position: Q1 2026 in Review

Balboa Wealth Partners increased its Duke Energy (DUK) stake by 21% in Q1 2026, buying an estimated $288K and bringing the position to 13,072 shares worth $1.71M. The position accounts for 0.29% of the portfolio, ranked #56.

Balboa Wealth Partners first reported a position in DUK in Q3 2022 and has held it in 15 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Balboa Wealth Partners held 13,072 shares of Duke Energy worth $1.71M as of Q1 2026.
  • Balboa Wealth Partners bought 2,301 Duke Energy shares in Q1 2026, an estimated $288K.
  • Duke Energy made up 0.29% of Balboa Wealth Partners's portfolio in Q1 2026, its #56 holding.
  • Balboa Wealth Partners first reported a position in Duke Energy in Q3 2022 and has held it in 15 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.