CF
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Convergence Financial’s Duke Energy DUK Stock Holding History

Convergence Financial’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 		$3.7M Buy
28,248
+13,777
+95% +$1.72M 0.39% 46
2025
Q4 		$1.7M Buy
14,471
+890
+7% +$109K 0.25% 64
2025
Q3 		$1.68M Buy
13,581
+317
+2% +$38.5K 0.25% 60
2025
Q2 		$1.57M Buy
13,264
+459
+4% +$54.2K 0.27% 59
2025
Q1 		$1.56M Buy
12,805
+1,395
+12% +$159K 0.31% 54
2024
Q4 		$1.23M Buy
11,410
+616
+6% +$69.8K 0.25% 53
2024
Q3 		$1.24M Buy
10,794
+1,538
+17% +$171K 0.26% 54
2024
Q2 		$928K Buy
+9,256
New +$926K 0.25% 57

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

Convergence Financial's DUK Position: Q1 2026 in Review

Convergence Financial increased its Duke Energy (DUK) stake by 95% in Q1 2026, buying an estimated $1.72M and bringing the position to 28,248 shares worth $3.7M. The position accounts for 0.39% of the portfolio, ranked #46.

Convergence Financial first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Convergence Financial held 28,248 shares of Duke Energy worth $3.7M as of Q1 2026.
  • Convergence Financial bought 13,777 Duke Energy shares in Q1 2026, an estimated $1.72M.
  • Duke Energy made up 0.39% of Convergence Financial's portfolio in Q1 2026, its #46 holding.
  • Convergence Financial first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.