EI
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EFG International’s Duke Energy DUK Stock Holding History

EFG International’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 		$16.9K Buy
129
+29
+29% +$3.63K ﹤0.01% 856
2025
Q4 		$11.7K Buy
+100
New +$12.2K ﹤0.01% 802

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

EFG International's DUK Position: Q1 2026 in Review

EFG International increased its Duke Energy (DUK) stake by 29% in Q1 2026, buying an estimated $3.63K and bringing the position to 129 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

EFG International first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • EFG International held 129 shares of Duke Energy worth $16.9K as of Q1 2026.
  • EFG International bought 29 Duke Energy shares in Q1 2026, an estimated $3.63K.
  • Duke Energy made up ﹤0.01% of EFG International's portfolio in Q1 2026, its #856 holding.
  • EFG International first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on EFG International's 13F filing for Q1 2026, filed 15 May 2026.