Focus Partners Wealth
DUK icon

Focus Partners Wealth’s Duke Energy DUK Stock Holding History

Focus Partners Wealth’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 		$150M Buy
1,147,807
+125,811
+12% +$15.7M 0.17% 130
2025
Q4 		$121M Buy
1,021,996
+61,347
+6% +$7.49M 0.14% 148
2025
Q3 		$119M Buy
960,649
+179,935
+23% +$21.8M 0.19% 99
2025
Q2 		$92.1M Buy
780,714
+40,084
+5% +$4.73M 0.2% 109
2025
Q1 		$90.3M Buy
740,630
+34,434
+5% +$3.93M 0.23% 95
2024
Q4 		$76.1M Buy
706,196
+72,984
+12% +$8.27M 0.2% 109
2024
Q3 		$73M Buy
633,212
+222,815
+54% +$24.8M 0.23% 93
2024
Q2 		$41.1M Buy
410,397
+319,935
+354% +$32M 0.14% 154
2024
Q1 		$8.75M Buy
90,462
+14,343
+19% +$1.36M 0.07% 234
2023
Q4 		$7.39M Buy
+76,119
New +$6.92M 0.1% 183

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

Focus Partners Wealth's DUK Position: Q1 2026 in Review

Focus Partners Wealth increased its Duke Energy (DUK) stake by 12% in Q1 2026, buying an estimated $15.7M and bringing the position to 1,147,807 shares worth $150M. The position accounts for 0.17% of the portfolio, ranked #130.

Focus Partners Wealth first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Focus Partners Wealth held 1,147,807 shares of Duke Energy worth $150M as of Q1 2026.
  • Focus Partners Wealth bought 125,811 Duke Energy shares in Q1 2026, an estimated $15.7M.
  • Duke Energy made up 0.17% of Focus Partners Wealth's portfolio in Q1 2026, its #130 holding.
  • Focus Partners Wealth first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.