CW
DUK icon

Curio Wealth’s Duke Energy DUK Stock Holding History

Curio Wealth’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 		$1.96K Sell
15
-2
-12% -$250 ﹤0.01% 320
2025
Q4 		$2K Buy
+17
New +$2.08K ﹤0.01% 340

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

Curio Wealth's DUK Position: Q1 2026 in Review

Curio Wealth reduced its Duke Energy (DUK) stake by 12% in Q1 2026, selling an estimated $250 and leaving 15 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Curio Wealth first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. The position peaked at $2K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Curio Wealth held 15 shares of Duke Energy worth $1.96K as of Q1 2026.
  • Curio Wealth sold 2 Duke Energy shares in Q1 2026, an estimated $250.
  • Duke Energy made up ﹤0.01% of Curio Wealth's portfolio in Q1 2026, its #320 holding.
  • Curio Wealth first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • Curio Wealth's Duke Energy position peaked at $2K in Q4 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.