CJ
DUK icon

Caitlin John’s Duke Energy DUK Stock Holding History

Caitlin John’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 		$21.8K Buy
166
+50
+43% +$6.25K 0.01% 407
2025
Q4 		$13.6K Buy
116
+51
+78% +$6.23K 0.01% 495
2025
Q3 		$8.06K Buy
+65
New +$7.89K 0.01% 523
2025
Q1 		– Sell
-63
Closed -$6.83K – 295
2024
Q4 		$6.83K Hold
63
– – ﹤0.01% 529
2024
Q3 		$6.99K Buy
63
+1
+2% +$111 ﹤0.01% 530
2024
Q2 		$6.24K Hold
62
– – ﹤0.01% 528
2024
Q1 		$5.96K Buy
62
+1
+2% +$95 ﹤0.01% 536
2023
Q4 		$5.92K Buy
+61
New +$5.55K ﹤0.01% 524

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

Caitlin John's DUK Position: Q1 2026 in Review

Caitlin John increased its Duke Energy (DUK) stake by 43% in Q1 2026, buying an estimated $6.25K and bringing the position to 166 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #407.

Caitlin John first reported a position in DUK in Q4 2023 and has held it in 8 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Caitlin John held 166 shares of Duke Energy worth $21.8K as of Q1 2026.
  • Caitlin John bought 50 Duke Energy shares in Q1 2026, an estimated $6.25K.
  • Duke Energy made up 0.01% of Caitlin John's portfolio in Q1 2026, its #407 holding.
  • Caitlin John first reported a position in Duke Energy in Q4 2023 and has held it in 8 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.