Croban’s Duke Energy DUK Stock Holding History

Croban’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	$1.12M	Buy	8,519 +577	+7%	+$72.1K	0.52%	51
2025 Q4	$931K	Buy	7,942 +115	+1%	+$14K	0.45%	52
2025 Q3	$969K	Buy	+7,827	New	+$950K	0.65%	51

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

Croban's DUK Position: Q1 2026 in Review

Croban increased its Duke Energy (DUK) stake by 7.3% in Q1 2026, buying an estimated $72.1K and bringing the position to 8,519 shares worth $1.12M. The position accounts for 0.52% of the portfolio, ranked #51.

Croban first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Croban held 8,519 shares of Duke Energy worth $1.12M as of Q1 2026.
Croban bought 577 Duke Energy shares in Q1 2026, an estimated $72.1K.
Duke Energy made up 0.52% of Croban's portfolio in Q1 2026, its #51 holding.
Croban first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Croban's 13F filing for Q1 2026, filed 13 May 2026.