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CFO Capital Management’s Duke Energy DUK Stock Holding History

CFO Capital 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 		$763K Sell
5,793
-50
-0.9% -$6.25K 0.63% 45
2025
Q4 		$685K Buy
+5,843
New +$714K 0.51% 54

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFO Capital Management's DUK Position: Q1 2026 in Review

CFO Capital Management reduced its Duke Energy (DUK) stake by 0.86% in Q1 2026, selling an estimated $6.25K and leaving 5,793 shares worth $763K. The position accounts for 0.63% of the portfolio, ranked #45.

CFO Capital Management first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • CFO Capital Management held 5,793 shares of Duke Energy worth $763K as of Q1 2026.
  • CFO Capital Management sold 50 Duke Energy shares in Q1 2026, an estimated $6.25K.
  • Duke Energy made up 0.63% of CFO Capital Management's portfolio in Q1 2026, its #45 holding.
  • CFO Capital Management first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.