DE
DUK icon

Diversified Enterprises’s Duke Energy DUK Stock Holding History

Diversified Enterprises’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 		$499K Sell
3,810
-256
-6% -$32K 0.03% 240
2025
Q4 		$477K Buy
4,066
+1,649
+68% +$201K 0.03% 220
2025
Q3 		$299K Buy
2,417
+1
+0% +$121 0.02% 237
2025
Q2 		$285K Buy
2,416
+6
+0.2% +$708 0.02% 237
2025
Q1 		$294K Buy
+2,410
New +$275K 0.02% 231

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

Diversified Enterprises's DUK Position: Q1 2026 in Review

Diversified Enterprises reduced its Duke Energy (DUK) stake by 6.3% in Q1 2026, selling an estimated $32K and leaving 3,810 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #240.

Diversified Enterprises first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Diversified Enterprises held 3,810 shares of Duke Energy worth $499K as of Q1 2026.
  • Diversified Enterprises sold 256 Duke Energy shares in Q1 2026, an estimated $32K.
  • Duke Energy made up 0.03% of Diversified Enterprises's portfolio in Q1 2026, its #240 holding.
  • Diversified Enterprises first reported a position in Duke Energy in Q1 2025 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 Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.