DecisionPoint Financial’s Duke Energy DUK Stock Holding History

DecisionPoint 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	$1.83K	Sell	14 -25	-64%	-$3.13K	﹤0.01%	282
2025 Q4	$4.57K	Buy	39 +25	+179%	+$3.05K	﹤0.01%	256
2025 Q3	$1.71K	Hold	14	–	–	﹤0.01%	256
2025 Q2	$1.67K	Buy	+14	New	+$1.65K	﹤0.01%	249
2023 Q4	–	Sell	-16	Closed	-$1.41K	–	224
2023 Q3	$1.41K	Buy	+16	New	+$1.47K	﹤0.01%	216

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

DecisionPoint Financial's DUK Position: Q1 2026 in Review

DecisionPoint Financial reduced its Duke Energy (DUK) stake by 64% in Q1 2026, selling an estimated $3.13K and leaving 14 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

DecisionPoint Financial first reported a position in DUK in Q3 2023 and has held it in 5 quarters since. The position peaked at $4.57K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

DecisionPoint Financial held 14 shares of Duke Energy worth $1.83K as of Q1 2026.
DecisionPoint Financial sold 25 Duke Energy shares in Q1 2026, an estimated $3.13K.
Duke Energy made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #282 holding.
DecisionPoint Financial first reported a position in Duke Energy in Q3 2023 and has held it in 5 quarters since.
DecisionPoint Financial's Duke Energy position peaked at $4.57K in Q4 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.