EH
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Equitable Holdings’s Duke Energy DUK Stock Holding History

Equitable Holdings’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 		$5.66M Buy
46,958
+7,387
+19% +$924K 0.04% 399
2025
Q4 		$4.64M Buy
39,571
+6,767
+21% +$826K 0.03% 394
2025
Q3 		$4.06M Buy
32,804
+1,599
+5% +$194K 0.03% 408
2025
Q2 		$3.68M Buy
31,205
+5,678
+22% +$670K 0.03% 400
2025
Q1 		$3.11M Buy
25,527
+2,733
+12% +$312K 0.03% 410
2024
Q4 		$2.46M Buy
22,794
+579
+3% +$65.6K 0.02% 431
2024
Q3 		$2.56M Sell
22,215
-4,903
-18% -$546K 0.02% 423
2024
Q2 		$2.72M Buy
27,118
+2,878
+12% +$288K 0.03% 389
2024
Q1 		$2.34M Buy
24,240
+244
+1% +$23.1K 0.03% 403
2023
Q4 		$2.33M Sell
23,996
-851
-3% -$77.4K 0.03% 373
2023
Q3 		$2.19M Buy
24,847
+1,284
+5% +$118K 0.03% 341
2023
Q2 		$2.11M Buy
23,563
+6,738
+40% +$636K 0.03% 342
2023
Q1 		$1.62M Buy
16,825
+4,704
+39% +$465K 0.03% 372
2022
Q4 		$1.25M Buy
12,121
+3,599
+42% +$345K 0.02% 393
2022
Q3 		$793K Buy
8,522
+1,210
+17% +$130K 0.02% 445
2022
Q2 		$784K Sell
7,312
-288
-4% -$31.7K 0.02% 458
2022
Q1 		$849K Buy
7,600
+1,380
+22% +$143K 0.01% 445
2021
Q4 		$652K Sell
6,220
-206
-3% -$20.9K 0.01% 502
2021
Q3 		$627K Buy
6,426
+1,220
+23% +$126K 0.01% 507
2021
Q2 		$514K Sell
5,206
-680
-12% -$68.3K 0.01% 534
2021
Q1 		$568K Sell
5,886
-78
-1% -$7.12K 0.01% 477
2020
Q4 		$546K Buy
5,964
+418
+8% +$38.7K 0.01% 441
2020
Q3 		$491K Buy
5,546
+1,199
+28% +$98.8K 0.01% 423
2020
Q2 		$347K Buy
4,347
+135
+3% +$11.4K 0.01% 481
2020
Q1 		$341K Buy
4,212
+171
+4% +$15.7K 0.01% 435
2019
Q4 		$369K Buy
+4,041
New +$370K 0.01% 460

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

Equitable Holdings's DUK Position: Q1 2026 in Review

Equitable Holdings increased its Duke Energy (DUK) stake by 19% in Q1 2026, buying an estimated $924K and bringing the position to 46,958 shares worth $5.66M. The position accounts for 0.04% of the portfolio, ranked #399.

Equitable Holdings first reported a position in DUK in Q4 2019 and has held it in 26 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Equitable Holdings held 46,958 shares of Duke Energy worth $5.66M as of Q1 2026.
  • Equitable Holdings bought 7,387 Duke Energy shares in Q1 2026, an estimated $924K.
  • Duke Energy made up 0.04% of Equitable Holdings's portfolio in Q1 2026, its #399 holding.
  • Equitable Holdings first reported a position in Duke Energy in Q4 2019 and has held it in 26 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.