Elo Mutual Pension Insurance’s Duke Energy DUK Stock Holding History

Elo Mutual Pension Insurance’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	–	Sell	-30,900	Closed	-$3.62M	–	614
2025 Q4	$3.62M	Sell	30,900 -20,143	-39%	-$2.46M	0.06%	257
2025 Q3	$6.32M	Buy	51,043 +14,200	+39%	+$1.72M	0.1%	164
2025 Q2	$4.35M	Sell	36,843 -2,945	-7%	-$348K	0.09%	183
2025 Q1	$4.85M	Sell	39,788 -30,682	-44%	-$3.5M	0.11%	160
2024 Q4	$7.59M	Buy	+70,470	New	+$7.98M	0.16%	110

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

Elo Mutual Pension Insurance's DUK Position: Q1 2026 in Review

Elo Mutual Pension Insurance sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 30,900 shares — an estimated $3.62M sold.

Elo Mutual Pension Insurance first reported a position in DUK in Q4 2024 and held it in 5 quarters. The position peaked at $7.59M in Q4 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Elo Mutual Pension Insurance reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Elo Mutual Pension Insurance sold 30,900 Duke Energy shares in Q1 2026, an estimated $3.62M.
Elo Mutual Pension Insurance first reported a position in Duke Energy in Q4 2024 and held it in 5 quarters.
Elo Mutual Pension Insurance's Duke Energy position peaked at $7.59M in Q4 2024.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.