DCM
DUK icon

DGS Capital Management’s Duke Energy DUK Stock Holding History

DGS Capital Management’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 		$480K Buy
3,668
+59
+2% +$7.38K 0.08% 243
2025
Q4 		$423K Buy
3,609
+1,491
+70% +$182K 0.07% 234
2025
Q3 		$262K Buy
2,118
+339
+19% +$41.1K 0.05% 313
2025
Q2 		$210K Buy
+1,779
New +$210K 0.04% 315
2024
Q2 		– Sell
-2,304
Closed -$223K – 305
2024
Q1 		$223K Buy
+2,304
New +$219K 0.06% 253

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

DGS Capital Management's DUK Position: Q1 2026 in Review

DGS Capital Management increased its Duke Energy (DUK) stake by 1.6% in Q1 2026, buying an estimated $7.38K and bringing the position to 3,668 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #243.

DGS Capital Management first reported a position in DUK in Q1 2024 and has held it in 5 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • DGS Capital Management held 3,668 shares of Duke Energy worth $480K as of Q1 2026.
  • DGS Capital Management bought 59 Duke Energy shares in Q1 2026, an estimated $7.38K.
  • Duke Energy made up 0.08% of DGS Capital Management's portfolio in Q1 2026, its #243 holding.
  • DGS Capital Management first reported a position in Duke Energy in Q1 2024 and has held it in 5 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.