Chapman Financial Group’s Duke Energy DUK Stock Holding History

Chapman Financial Group’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	$39.2K	Sell	299 -355	-54%	-$44.4K	0.03%	193
2025 Q4	$76.7K	Sell	654 -126	-16%	-$15.4K	0.05%	160
2025 Q3	$96.5K	Sell	780 -116	-13%	-$14.1K	0.07%	157
2025 Q2	$106K	Buy	+896	New	+$106K	0.09%	123
2024 Q4	$291K	Buy	+2,702	New	+$306K	0.23%	90

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

Chapman Financial Group's DUK Position: Q1 2026 in Review

Chapman Financial Group reduced its Duke Energy (DUK) stake by 54% in Q1 2026, selling an estimated $44.4K and leaving 299 shares worth $39.2K. The position accounts for 0.03% of the portfolio, ranked #193.

Chapman Financial Group first reported a position in DUK in Q4 2024 and has held it in 5 quarters since. The position peaked at $291K in Q4 2024. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Chapman Financial Group held 299 shares of Duke Energy worth $39.2K as of Q1 2026.
Chapman Financial Group sold 355 Duke Energy shares in Q1 2026, an estimated $44.4K.
Duke Energy made up 0.03% of Chapman Financial Group's portfolio in Q1 2026, its #193 holding.
Chapman Financial Group first reported a position in Duke Energy in Q4 2024 and has held it in 5 quarters since.
Chapman Financial Group's Duke Energy position peaked at $291K in Q4 2024.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.