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BIP Wealth’s Duke Energy DUK Stock Holding History

BIP 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 		$851K Sell
6,500
-424
-6% -$53K 0.03% 225
2025
Q4 		$812K Buy
6,924
+4,127
+148% +$504K 0.03% 234
2025
Q3 		$346K Buy
2,797
+8
+0.3% +$971 0.02% 218
2025
Q2 		$329K Sell
2,789
-973
-26% -$115K 0.02% 190
2025
Q1 		$459K Buy
3,762
+32
+0.9% +$3.65K 0.03% 161
2024
Q4 		$402K Buy
3,730
+942
+34% +$107K 0.03% 171
2024
Q3 		$321K Buy
2,788
+37
+1% +$4.12K 0.02% 175
2024
Q2 		$276K Buy
2,751
+120
+5% +$12K 0.02% 157
2024
Q1 		$254K Sell
2,631
-790
-23% -$74.9K 0.02% 183
2023
Q4 		$332K Buy
+3,421
New +$311K 0.03% 143

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

BIP Wealth's DUK Position: Q1 2026 in Review

BIP Wealth reduced its Duke Energy (DUK) stake by 6.1% in Q1 2026, selling an estimated $53K and leaving 6,500 shares worth $851K. The position accounts for 0.03% of the portfolio, ranked #225.

BIP Wealth first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • BIP Wealth held 6,500 shares of Duke Energy worth $851K as of Q1 2026.
  • BIP Wealth sold 424 Duke Energy shares in Q1 2026, an estimated $53K.
  • Duke Energy made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #225 holding.
  • BIP Wealth first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.