EAM
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Eventide Asset Management’s Duke Energy DUK Stock Holding History

Eventide Asset Management’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 		$5.2M Sell
39,512
-7,320
-16% -$915K 0.09% 160
2025
Q4 		$5.51M Buy
46,832
+3,419
+8% +$418K 0.09% 165
2025
Q3 		$5.33M Buy
43,413
+7,214
+20% +$875K 0.09% 142
2025
Q2 		$4.5M Buy
+36,199
New +$4.27M 0.08% 143

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

Eventide Asset Management's DUK Position: Q1 2026 in Review

Eventide Asset Management reduced its Duke Energy (DUK) stake by 16% in Q1 2026, selling an estimated $915K and leaving 39,512 shares worth $5.2M. The position accounts for 0.09% of the portfolio, ranked #160.

Eventide Asset Management first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.51M in Q4 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Eventide Asset Management held 39,512 shares of Duke Energy worth $5.2M as of Q1 2026.
  • Eventide Asset Management sold 7,320 Duke Energy shares in Q1 2026, an estimated $915K.
  • Duke Energy made up 0.09% of Eventide Asset Management's portfolio in Q1 2026, its #160 holding.
  • Eventide Asset Management first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
  • Eventide Asset Management's Duke Energy position peaked at $5.51M in Q4 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Eventide Asset Management's 13F filing for Q1 2026, filed 15 May 2026.