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Chung Wu Investment Group’s Duke Energy DUK Stock Holding History

Chung Wu Investment 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 		$234K Sell
1,790
-228
-11% -$28.5K 0.2% 76
2025
Q4 		$237K Hold
2,018
– – 0.19% 79
2025
Q3 		$250K Hold
2,018
– – 0.21% 81
2025
Q2 		$238K Hold
2,018
– – 0.25% 71
2025
Q1 		$246K Hold
2,018
– – 0.29% 60
2024
Q4 		$217K Buy
+2,018
New +$229K 0.22% 73

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

Chung Wu Investment Group's DUK Position: Q1 2026 in Review

Chung Wu Investment Group reduced its Duke Energy (DUK) stake by 11% in Q1 2026, selling an estimated $28.5K and leaving 1,790 shares worth $234K. The position accounts for 0.2% of the portfolio, ranked #76.

Chung Wu Investment Group first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $250K in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Chung Wu Investment Group held 1,790 shares of Duke Energy worth $234K as of Q1 2026.
  • Chung Wu Investment Group sold 228 Duke Energy shares in Q1 2026, an estimated $28.5K.
  • Duke Energy made up 0.2% of Chung Wu Investment Group's portfolio in Q1 2026, its #76 holding.
  • Chung Wu Investment Group first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Chung Wu Investment Group's Duke Energy position peaked at $250K in Q3 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.