Brooklyn Investment Group’s Duke Energy DUK Stock Holding History

Brooklyn Investment 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	$3.1M	Buy	23,664 +6,094	+35%	+$762K	0.1%	168
2025 Q4	$2.06M	Buy	17,570 +4,269	+32%	+$521K	0.1%	179
2025 Q3	$1.56M	Sell	13,301 -579	-4%	-$70.3K	0.21%	93
2025 Q2	$1.64M	Buy	13,880 +1,845	+15%	+$218K	0.22%	87
2025 Q1	$1.47M	Buy	12,035 +3,256	+37%	+$371K	0.32%	52
2024 Q4	$946K	Buy	8,779 +517	+6%	+$58.6K	0.28%	69
2024 Q3	$953K	Buy	8,262 +55	+0.7%	+$6.12K	0.31%	63
2024 Q2	$788K	Hold	8,207	–	–	0.34%	68
2024 Q1	$788K	Buy	8,207 +884	+12%	+$83.9K	0.34%	68
2023 Q4	$711K	Buy	+7,323	New	+$666K	0.34%	69

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

Brooklyn Investment Group's DUK Position: Q1 2026 in Review

Brooklyn Investment Group increased its Duke Energy (DUK) stake by 35% in Q1 2026, buying an estimated $762K and bringing the position to 23,664 shares worth $3.1M. The position accounts for 0.1% of the portfolio, ranked #168.

Brooklyn Investment Group 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.

Brooklyn Investment Group held 23,664 shares of Duke Energy worth $3.1M as of Q1 2026.
Brooklyn Investment Group bought 6,094 Duke Energy shares in Q1 2026, an estimated $762K.
Duke Energy made up 0.1% of Brooklyn Investment Group's portfolio in Q1 2026, its #168 holding.
Brooklyn Investment Group 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 Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.