Charter Oak Capital Management’s Duke Energy DUK Stock Holding History

Charter Oak 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	$241K	Buy	1,841 +8	+0.4%	+$1K	0.02%	183
2025 Q4	$215K	Buy	+1,833	New	+$224K	0.02%	199
2025 Q2	–	Sell	-1,980	Closed	-$242K	–	198
2025 Q1	$242K	Buy	1,980 +18	+0.9%	+$2.05K	0.02%	175
2024 Q4	$211K	Buy	1,962 +4	+0.2%	+$453	0.02%	177
2024 Q3	$226K	Buy	+1,958	New	+$218K	0.02%	176
2023 Q2	–	Sell	-2,188	Closed	-$211K	–	174
2023 Q1	$211K	Hold	2,188	–	–	0.03%	166
2022 Q4	$225K	Hold	2,188	–	–	0.03%	155
2022 Q3	$204K	Sell	2,188 -474	-18%	-$50.9K	0.03%	156
2022 Q2	$285K	Hold	2,662	–	–	0.04%	146
2022 Q1	$297K	Hold	2,662	–	–	0.04%	151
2021 Q4	$279K	Hold	2,662	–	–	0.03%	159
2021 Q3	$260K	Hold	2,662	–	–	0.03%	156
2021 Q2	$263K	Hold	2,662	–	–	0.03%	151
2021 Q1	$257K	Hold	2,662	–	–	0.04%	148
2020 Q4	$244K	Buy	+2,662	New	+$246K	0.04%	148

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

Charter Oak Capital Management's DUK Position: Q1 2026 in Review

Charter Oak Capital Management increased its Duke Energy (DUK) stake by 0.44% in Q1 2026, buying an estimated $1K and bringing the position to 1,841 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #183.

Charter Oak Capital Management first reported a position in DUK in Q4 2020 and has held it in 15 quarters since. The position peaked at $297K in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Charter Oak Capital Management held 1,841 shares of Duke Energy worth $241K as of Q1 2026.
Charter Oak Capital Management bought 8 Duke Energy shares in Q1 2026, an estimated $1K.
Duke Energy made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #183 holding.
Charter Oak Capital Management first reported a position in Duke Energy in Q4 2020 and has held it in 15 quarters since.
Charter Oak Capital Management's Duke Energy position peaked at $297K in Q1 2022.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.