Capula Management’s Duke Energy DUK Stock Holding History

Capula Management’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	$3.67M	Buy	28,000 +25,100	+866%	+$3.14M	0.03%	159
2025 Q4	$340K	Sell	2,900 -11,100	-79%	-$1.36M	﹤0.01%	462
2025 Q3	$1.73M	Buy	14,000 +12,500	+833%	+$1.52M	0.01%	273
2025 Q2	$177K	Hold	1,500	–	–	﹤0.01%	394
2025 Q1	$183K	Buy	+1,500	New	+$171K	﹤0.01%	538
2024 Q3	–	Sell	-250,000	Closed	-$25.1M	–	533
2024 Q2	$25.1M	Buy	+250,000	New	+$25M	0.21%	36
2022 Q4	–	Sell	-30,000	Closed	-$2.79M	–	757
2022 Q3	$2.79M	Buy	+30,000	New	+$3.22M	0.04%	344
2021 Q4	–	Sell	-23,800	Closed	-$2.32M	–	370
2021 Q3	$2.32M	Buy	23,800 +300	+1%	+$31.1K	0.03%	377
2021 Q2	$2.32M	Sell	23,500 -43,800	-65%	-$4.4M	0.04%	278
2021 Q1	$6.5M	Buy	+67,300	New	+$6.14M	0.13%	177

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

Capula Management's DUK Position: Q1 2026 in Review

Capula Management increased its Duke Energy (DUK) stake by 442% in Q1 2026, buying an estimated $1.07M and bringing the position to 10,505 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #311.

Capula Management first reported a position in DUK in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.84M in Q2 2024. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Capula Management held 10,505 shares of Duke Energy worth $1.38M as of Q1 2026.
Capula Management bought 8,566 Duke Energy shares in Q1 2026, an estimated $1.07M.
Duke Energy made up 0.01% of Capula Management's portfolio in Q1 2026, its #311 holding.
Capula Management first reported a position in Duke Energy in Q1 2021 and has held it in 11 quarters since.
Capula Management's Duke Energy position peaked at $2.84M in Q2 2024.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.