Capstone Wealth Management Group (Oregon)’s Duke Energy DUK Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$201K	Buy	+1,538	New	+$192K	0.12%	122

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

Capstone Wealth Management Group (Oregon)'s DUK Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) opened a new position in Duke Energy (DUK) in Q1 2026: 1,538 shares worth $201K. The stake represents 0.12% of the portfolio and ranks #122 among its holdings.

2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 1,538 shares of Duke Energy worth $201K as of Q1 2026.
Duke Energy was a new Capstone Wealth Management Group (Oregon) position in Q1 2026.
Duke Energy made up 0.12% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #122 holding.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.