CAPTRUST Financial Advisors
DUK icon

CAPTRUST Financial Advisors’s Duke Energy DUK Stock Holding History

CAPTRUST Financial Advisors’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 		$26.2K Buy
+200
New +$25K ﹤0.01% 2949

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

CAPTRUST Financial Advisors's DUK Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Duke Energy (DUK) stake by 6% in Q1 2026, buying an estimated $3.48M and bringing the position to 490,302 shares worth $64.2M. The position accounts for 0.11% of the portfolio, ranked #161.

CAPTRUST Financial Advisors first reported a position in DUK in Q3 2017 and has held it in 35 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • CAPTRUST Financial Advisors held 490,302 shares of Duke Energy worth $64.2M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 27,828 Duke Energy shares in Q1 2026, an estimated $3.48M.
  • Duke Energy made up 0.11% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #161 holding.
  • CAPTRUST Financial Advisors first reported a position in Duke Energy in Q3 2017 and has held it in 35 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.