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Choate Investment Advisors’s Duke Energy DUK Stock Holding History

Choate Investment 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 		$362K Sell
2,765
-99
-3% -$12.4K 0.01% 350
2025
Q4 		$336K Sell
2,864
-312
-10% -$38.1K 0.01% 361
2025
Q3 		$393K Sell
3,176
-1,138
-26% -$138K 0.01% 318
2025
Q2 		$509K Hold
4,314
– – 0.01% 268
2025
Q1 		$526K Sell
4,314
-674
-14% -$76.8K 0.01% 250
2024
Q4 		$537K Buy
+4,988
New +$565K 0.01% 261

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

Choate Investment Advisors's DUK Position: Q1 2026 in Review

Choate Investment Advisors reduced its Duke Energy (DUK) stake by 3.5% in Q1 2026, selling an estimated $12.4K and leaving 2,765 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #350.

Choate Investment Advisors first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $537K in Q4 2024. 2,463 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Choate Investment Advisors held 2,765 shares of Duke Energy worth $362K as of Q1 2026.
  • Choate Investment Advisors sold 99 Duke Energy shares in Q1 2026, an estimated $12.4K.
  • Duke Energy made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #350 holding.
  • Choate Investment Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Choate Investment Advisors's Duke Energy position peaked at $537K in Q4 2024.
  • 2,463 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.