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Bearing Point Capital’s Duke Energy DUK Stock Holding History

Bearing Point 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 		$805K Hold
6,151
– – 0.13% 105
2025
Q4 		$721K Buy
6,151
+75
+1% +$9.16K 0.11% 114
2025
Q3 		$752K Sell
6,076
-300
-5% -$36.4K 0.13% 102
2025
Q2 		$752K Sell
6,376
-1,129
-15% -$133K 0.14% 99
2025
Q1 		$915K Buy
7,505
+250
+3% +$28.5K 0.19% 94
2024
Q4 		$782K Buy
+7,255
New +$822K 0.16% 98

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

Bearing Point Capital's DUK Position: Q1 2026 in Review

Bearing Point Capital held its Duke Energy (DUK) position steady in Q1 2026 at 6,151 shares worth $805K. The position accounts for 0.13% of the portfolio, ranked #105.

Bearing Point Capital first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $915K in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Bearing Point Capital held 6,151 shares of Duke Energy worth $805K as of Q1 2026.
  • Bearing Point Capital left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.13% of Bearing Point Capital's portfolio in Q1 2026, its #105 holding.
  • Bearing Point Capital first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Bearing Point Capital's Duke Energy position peaked at $915K in Q1 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.