EAM
DUK icon

Everstar Asset Management’s Duke Energy DUK Stock Holding History

Everstar 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 		$248K Buy
+1,891
New +$236K 0.13% 155
2025
Q3 		– Sell
-2,650
Closed -$313K – 195
2025
Q2 		$313K Sell
2,650
-3,330
-56% -$393K 0.19% 141
2025
Q1 		$729K Buy
5,980
+2,880
+93% +$328K 0.48% 59
2024
Q4 		$334K Buy
3,100
+270
+10% +$30.6K 0.24% 121
2024
Q3 		$326K Buy
+2,830
New +$315K 0.22% 128

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

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

Everstar Asset Management opened a new position in Duke Energy (DUK) in Q1 2026: 1,891 shares worth $248K. The stake represents 0.13% of the portfolio and ranks #155 among its holdings. This is a return to the name: Everstar Asset Management previously reported a position in DUK as recently as Q2 2025.

Everstar Asset Management first reported a position in DUK in Q3 2024 and has held it in 5 quarters since. The position peaked at $729K in Q1 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Everstar Asset Management held 1,891 shares of Duke Energy worth $248K as of Q1 2026.
  • Duke Energy was a new Everstar Asset Management position in Q1 2026.
  • Duke Energy made up 0.13% of Everstar Asset Management's portfolio in Q1 2026, its #155 holding.
  • Everstar Asset Management first reported a position in Duke Energy in Q3 2024 and has held it in 5 quarters since.
  • Everstar Asset Management's Duke Energy position peaked at $729K in Q1 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.