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Denali Advisors’s Duke Energy DUK Stock Holding History

Denali Advisors’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 		$607K Buy
4,636
+105
+2% +$13.1K 0.07% 226
2025
Q4 		$531K Buy
4,531
+799
+21% +$97.6K 0.06% 243
2025
Q3 		$462K Buy
+3,732
New +$453K 0.05% 235
2025
Q1 		– Sell
-4,200
Closed -$453K – 288
2024
Q4 		$453K Sell
4,200
-2,900
-41% -$329K 0.05% 246
2024
Q3 		$819K Buy
+7,100
New +$790K 0.09% 198

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

Denali Advisors's DUK Position: Q1 2026 in Review

Denali Advisors increased its Duke Energy (DUK) stake by 2.3% in Q1 2026, buying an estimated $13.1K and bringing the position to 4,636 shares worth $607K. The position accounts for 0.07% of the portfolio, ranked #226.

Denali Advisors first reported a position in DUK in Q3 2024 and has held it in 5 quarters since. The position peaked at $819K in Q3 2024. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Denali Advisors held 4,636 shares of Duke Energy worth $607K as of Q1 2026.
  • Denali Advisors bought 105 Duke Energy shares in Q1 2026, an estimated $13.1K.
  • Duke Energy made up 0.07% of Denali Advisors's portfolio in Q1 2026, its #226 holding.
  • Denali Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 5 quarters since.
  • Denali Advisors's Duke Energy position peaked at $819K in Q3 2024.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.