Basepoint Wealth’s Duke Energy DUK Stock Holding History

Basepoint Wealth’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	$74.7K	Buy	571 +3	+0.5%	+$375	0.04%	173
2025 Q4	$66.6K	Buy	+568	New	+$69.4K	0.04%	176

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

Basepoint Wealth's DUK Position: Q1 2026 in Review

Basepoint Wealth increased its Duke Energy (DUK) stake by 0.53% in Q1 2026, buying an estimated $375 and bringing the position to 571 shares worth $74.7K. The position accounts for 0.04% of the portfolio, ranked #173.

Basepoint Wealth first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Basepoint Wealth held 571 shares of Duke Energy worth $74.7K as of Q1 2026.
Basepoint Wealth bought 3 Duke Energy shares in Q1 2026, an estimated $375.
Duke Energy made up 0.04% of Basepoint Wealth's portfolio in Q1 2026, its #173 holding.
Basepoint Wealth first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.