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Brandywine Financial Group’s Duke Energy DUK Stock Holding History

Brandywine Financial Group’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 		– Sell
-18,385
Closed -$2.15M – 40
2025
Q4 		$2.15M Buy
+18,385
New +$2.25M 4.68% 9

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 $315B AUM 27.84% 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

Brandywine Financial Group's DUK Position: Q1 2026 in Review

Brandywine Financial Group sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 18,385 shares — an estimated $2.15M sold.

Brandywine Financial Group first reported a position in DUK in Q4 2025 and held it in 1 quarter. The position peaked at $2.15M in Q4 2025. 2,470 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Brandywine Financial Group reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Brandywine Financial Group sold 18,385 Duke Energy shares in Q1 2026, an estimated $2.15M.
  • Brandywine Financial Group first reported a position in Duke Energy in Q4 2025 and held it in 1 quarter.
  • Brandywine Financial Group's Duke Energy position peaked at $2.15M in Q4 2025.
  • 2,470 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Brandywine Financial Group's 13F filing for Q1 2026, filed 10 Jun 2026.