Bayforest Capital’s Duke Energy DUK Stock Holding History

Bayforest Capital’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	$186K	Buy	1,419 +182	+15%	+$22.8K	0.21%	145
2025 Q4	$145K	Sell	1,237 -2,767	-69%	-$338K	0.11%	379
2025 Q3	$495K	Buy	4,004 +1,302	+48%	+$158K	0.24%	145
2025 Q2	$319K	Sell	2,702 -4,641	-63%	-$548K	0.14%	290
2025 Q1	$896K	Buy	7,343 +7,265	+9,314%	+$828K	0.39%	50
2024 Q4	$8.4K	Buy	+78	New	+$8.84K	0.01%	634

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

Bayforest Capital's DUK Position: Q1 2026 in Review

Bayforest Capital increased its Duke Energy (DUK) stake by 15% in Q1 2026, buying an estimated $22.8K and bringing the position to 1,419 shares worth $186K. The position accounts for 0.21% of the portfolio, ranked #145.

Bayforest Capital first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $896K in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Bayforest Capital held 1,419 shares of Duke Energy worth $186K as of Q1 2026.
Bayforest Capital bought 182 Duke Energy shares in Q1 2026, an estimated $22.8K.
Duke Energy made up 0.21% of Bayforest Capital's portfolio in Q1 2026, its #145 holding.
Bayforest Capital first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
Bayforest Capital's Duke Energy position peaked at $896K in Q1 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.