Dunhill Financial’s Duke Energy DUK Stock Holding History

Dunhill 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	$26K	Buy	198 +6	+3%	+$750	0.01%	396
2025 Q4	$22.5K	Sell	192 -69	-26%	-$8.43K	0.01%	377
2025 Q3	$32.3K	Buy	261 +1	+0.4%	+$121	0.01%	308
2025 Q2	$30.7K	Buy	260 +80	+44%	+$9.44K	0.01%	283
2025 Q1	$22K	Sell	180 -15	-8%	-$1.71K	0.01%	286
2024 Q4	$21K	Buy	195 +40	+26%	+$4.53K	0.01%	273
2024 Q3	$17.9K	Buy	155 +81	+109%	+$9.02K	0.01%	288
2024 Q2	$7.44K	Buy	74 +15	+25%	+$1.5K	﹤0.01%	341
2024 Q1	$5.72K	Buy	59 +10	+20%	+$949	﹤0.01%	303
2023 Q4	$4.78K	Buy	+49	New	+$4.46K	﹤0.01%	295

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

Dunhill Financial's DUK Position: Q1 2026 in Review

Dunhill Financial increased its Duke Energy (DUK) stake by 3.1% in Q1 2026, buying an estimated $750 and bringing the position to 198 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #396.

Dunhill Financial first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $32.3K in Q3 2025. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Dunhill Financial held 198 shares of Duke Energy worth $26K as of Q1 2026.
Dunhill Financial bought 6 Duke Energy shares in Q1 2026, an estimated $750.
Duke Energy made up 0.01% of Dunhill Financial's portfolio in Q1 2026, its #396 holding.
Dunhill Financial first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's Duke Energy position peaked at $32.3K in Q3 2025.
2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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