BDF
DUK icon

Black Diamond Financial’s Duke Energy DUK Stock Holding History

Black Diamond Financial’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 		$232K Buy
1,769
+7
+0.4% +$875 0.03% 163
2025
Q4 		$207K Buy
+1,762
New +$215K 0.02% 171
2025
Q1 		– Sell
-1,951
Closed -$210K – 150
2024
Q4 		$210K Buy
1,951
+66
+4% +$7.48K 0.03% 139
2024
Q3 		$217K Buy
+1,885
New +$210K 0.04% 131
2023
Q3 		– Sell
-2,230
Closed -$200K – 113
2023
Q2 		$200K Hold
2,230
– – 0.06% 109
2023
Q1 		$215K Hold
2,230
– – 0.07% 105
2022
Q4 		$230K Hold
2,230
– – 0.08% 97
2022
Q3 		$207K Hold
2,230
– – 0.08% 99
2022
Q2 		$239K Sell
2,230
-275
-11% -$30.2K 0.09% 100
2022
Q1 		$280K Buy
+2,505
New +$260K 0.09% 95

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

Black Diamond Financial's DUK Position: Q1 2026 in Review

Black Diamond Financial increased its Duke Energy (DUK) stake by 0.4% in Q1 2026, buying an estimated $875 and bringing the position to 1,769 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #163.

Black Diamond Financial first reported a position in DUK in Q1 2022 and has held it in 10 quarters since. The position peaked at $280K in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Black Diamond Financial held 1,769 shares of Duke Energy worth $232K as of Q1 2026.
  • Black Diamond Financial bought 7 Duke Energy shares in Q1 2026, an estimated $875.
  • Duke Energy made up 0.03% of Black Diamond Financial's portfolio in Q1 2026, its #163 holding.
  • Black Diamond Financial first reported a position in Duke Energy in Q1 2022 and has held it in 10 quarters since.
  • Black Diamond Financial's Duke Energy position peaked at $280K in Q1 2022.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.