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Curi RMB Capital’s Duke Energy DUK Stock Holding History

Curi RMB Capital’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 		$2.12M Buy
16,159
+957
+6% +$120K 0.04% 324
2025
Q4 		$1.78M Sell
15,202
-681
-4% -$83.2K 0.03% 359
2025
Q3 		$1.97M Sell
15,883
-1,027
-6% -$125K 0.04% 330
2025
Q2 		$2M Buy
16,910
+533
+3% +$62.9K 0.04% 331
2025
Q1 		$2M Buy
16,377
+971
+6% +$111K 0.05% 269
2024
Q4 		$1.66M Buy
15,406
+716
+5% +$81.1K 0.04% 289
2024
Q3 		$1.69M Sell
14,690
-479
-3% -$53.3K 0.04% 286
2024
Q2 		$1.52M Buy
15,169
+296
+2% +$29.6K 0.04% 297
2024
Q1 		$1.44M Buy
+14,873
New +$1.41M 0.03% 307
2019
Q1 		– Sell
-2,908
Closed -$251K – 818
2018
Q4 		$251K Buy
+2,908
New +$248K 0.01% 778

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

Curi RMB Capital's DUK Position: Q1 2026 in Review

Curi RMB Capital increased its Duke Energy (DUK) stake by 6.3% in Q1 2026, buying an estimated $120K and bringing the position to 16,159 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #324.

Curi RMB Capital first reported a position in DUK in Q4 2018 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Curi RMB Capital held 16,159 shares of Duke Energy worth $2.12M as of Q1 2026.
  • Curi RMB Capital bought 957 Duke Energy shares in Q1 2026, an estimated $120K.
  • Duke Energy made up 0.04% of Curi RMB Capital's portfolio in Q1 2026, its #324 holding.
  • Curi RMB Capital first reported a position in Duke Energy in Q4 2018 and has held it in 10 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.