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Crew Capital Management’s Duke Energy DUK Stock Holding History

Crew 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 		$214K Sell
1,631
-200
-11% -$25K 0.14% 105
2025
Q4 		$215K Buy
1,831
+200
+12% +$24.4K 0.14% 105
2025
Q3 		$202K Buy
+1,631
New +$198K 0.14% 113
2025
Q2 		– Sell
-1,873
Closed -$228K – 123
2025
Q1 		$228K Buy
+1,873
New +$214K 0.19% 138
2024
Q4 		– Sell
-1,845
Closed -$213K – 146
2024
Q3 		$213K Buy
+1,845
New +$205K 0.17% 128

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

Crew Capital Management's DUK Position: Q1 2026 in Review

Crew Capital Management reduced its Duke Energy (DUK) stake by 11% in Q1 2026, selling an estimated $25K and leaving 1,631 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #105.

Crew Capital Management first reported a position in DUK in Q3 2024 and has held it in 5 quarters since. The position peaked at $228K in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Crew Capital Management held 1,631 shares of Duke Energy worth $214K as of Q1 2026.
  • Crew Capital Management sold 200 Duke Energy shares in Q1 2026, an estimated $25K.
  • Duke Energy made up 0.14% of Crew Capital Management's portfolio in Q1 2026, its #105 holding.
  • Crew Capital Management first reported a position in Duke Energy in Q3 2024 and has held it in 5 quarters since.
  • Crew Capital Management's Duke Energy position peaked at $228K in Q1 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Crew Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.