Elyxium Wealth’s Duke Energy DUK Stock Holding History

Elyxium Wealth’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	-1,561	Closed	-$183K	–	453
2025 Q4	$183K	Sell	1,561 -274	-15%	-$33.5K	0.05%	187
2025 Q3	$227K	Sell	1,835 -445	-20%	-$54K	0.08%	157
2025 Q2	$269K	Buy	+2,280	New	+$269K	0.1%	141

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

Elyxium Wealth's DUK Position: Q1 2026 in Review

Elyxium Wealth sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 1,561 shares — an estimated $183K sold.

Elyxium Wealth first reported a position in DUK in Q2 2025 and held it in 3 quarters. The position peaked at $269K in Q2 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Elyxium Wealth reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Elyxium Wealth sold 1,561 Duke Energy shares in Q1 2026, an estimated $183K.
Elyxium Wealth first reported a position in Duke Energy in Q2 2025 and held it in 3 quarters.
Elyxium Wealth's Duke Energy position peaked at $269K in Q2 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.