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Brown, Lisle/Cummings’s Duke Energy DUK Stock Holding History

Brown, Lisle/Cummings’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 		$10.3K Buy
+79
New +$9.88K ﹤0.01% 570
2025
Q2 		– Sell
-1
Closed -$122 – 782
2025
Q1 		$122 Buy
+1
New +$114 ﹤0.01% 780

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

Brown, Lisle/Cummings's DUK Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in Duke Energy (DUK) in Q1 2026: 79 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Brown, Lisle/Cummings previously reported a position in DUK as recently as Q1 2025.

Brown, Lisle/Cummings first reported a position in DUK in Q1 2025 and has held it in 2 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Brown, Lisle/Cummings held 79 shares of Duke Energy worth $10.3K as of Q1 2026.
  • Duke Energy was a new Brown, Lisle/Cummings position in Q1 2026.
  • Duke Energy made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #570 holding.
  • Brown, Lisle/Cummings first reported a position in Duke Energy in Q1 2025 and has held it in 2 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.