Financiere des Professionnels’s Duke Energy DUK Stock Holding History

Financiere des Professionnels’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	-25,174	Closed	-$2.95M	–	373
2025 Q4	$2.95M	Sell	25,174 -948	-4%	-$116K	0.17%	123
2025 Q3	$3.23M	Sell	26,122 -1,423	-5%	-$173K	0.19%	113
2025 Q2	$3.25M	Sell	27,545 -6,429	-19%	-$759K	0.2%	113
2025 Q1	$4.14M	Sell	33,974 -1,411	-4%	-$161K	0.27%	93
2024 Q4	$3.81M	Hold	35,385	–	–	0.27%	102
2024 Q3	$4.08M	Buy	35,385 +424	+1%	+$47.2K	0.28%	98
2024 Q2	$3.49M	Buy	34,961 +255	+0.7%	+$25.5K	0.27%	99
2024 Q1	$3.36M	Hold	34,706	–	–	0.27%	92
2023 Q4	$3.37M	Buy	34,706 +385	+1%	+$35K	0.3%	91
2023 Q3	$3.03M	Buy	+34,321	New	+$3.15M	0.29%	85

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

Financiere des Professionnels's DUK Position: Q1 2026 in Review

Financiere des Professionnels sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 25,174 shares — an estimated $2.95M sold.

Financiere des Professionnels first reported a position in DUK in Q3 2023 and held it in 10 quarters. The position peaked at $4.14M in Q1 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Financiere des Professionnels reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Financiere des Professionnels sold 25,174 Duke Energy shares in Q1 2026, an estimated $2.95M.
Financiere des Professionnels first reported a position in Duke Energy in Q3 2023 and held it in 10 quarters.
Financiere des Professionnels's Duke Energy position peaked at $4.14M in Q1 2025.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Financiere des Professionnels's 13F filing for Q1 2026, filed 6 May 2026.