F/M Investments’s Duke Energy DUK Stock Holding History

F/M Investments’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	$222K	Sell	1,697 -942	-36%	-$118K	0.01%	319
2025 Q4	$309K	Buy	2,639 +60	+2%	+$7.33K	0.01%	377
2025 Q3	$319K	Sell	2,579 -51	-2%	-$6.19K	0.01%	367
2025 Q2	$310K	Sell	2,630 -13	-0.5%	-$1.53K	0.01%	364
2025 Q1	$322K	Sell	2,643 -881	-25%	-$100K	0.01%	353
2024 Q4	$380K	Sell	3,524 -8,963	-72%	-$1.02M	0.01%	341
2024 Q3	$1.44M	Sell	12,487 -1,381	-10%	-$154K	0.05%	238
2024 Q2	$1.39M	Buy	+13,868	New	+$1.39M	0.05%	239

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

F/M Investments's DUK Position: Q1 2026 in Review

F/M Investments reduced its Duke Energy (DUK) stake by 36% in Q1 2026, selling an estimated $118K and leaving 1,697 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #319.

F/M Investments first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q3 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

F/M Investments held 1,697 shares of Duke Energy worth $222K as of Q1 2026.
F/M Investments sold 942 Duke Energy shares in Q1 2026, an estimated $118K.
Duke Energy made up 0.01% of F/M Investments's portfolio in Q1 2026, its #319 holding.
F/M Investments first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
F/M Investments's Duke Energy position peaked at $1.44M in Q3 2024.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.