Foster Dykema Cabot & Partners’s Duke Energy DUK Stock Holding History

Foster Dykema Cabot & Partners’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	-512	Closed	-$60K	–	325
2025 Q4	$60K	Sell	512 -252	-33%	-$30.8K	﹤0.01%	181
2025 Q3	$94.5K	Buy	764 +166	+28%	+$20.1K	0.01%	178
2025 Q2	$70.6K	Hold	598	–	–	0.01%	178
2025 Q1	$72.9K	Hold	598	–	–	0.01%	173
2024 Q4	$64.4K	Sell	598 -130	-18%	-$14.7K	0.01%	190
2024 Q3	$83.9K	Buy	728 +130	+22%	+$14.5K	0.01%	183
2024 Q2	$59.9K	Sell	598 -145	-20%	-$14.5K	0.01%	164
2024 Q1	$71.9K	Buy	743 +224	+43%	+$21.3K	0.01%	163
2023 Q4	$50.4K	Buy	+519	New	+$47.2K	0.01%	153

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

Foster Dykema Cabot & Partners's DUK Position: Q1 2026 in Review

Foster Dykema Cabot & Partners sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 512 shares — an estimated $60K sold.

Foster Dykema Cabot & Partners first reported a position in DUK in Q4 2023 and held it in 9 quarters. The position peaked at $94.5K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Foster Dykema Cabot & Partners reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 512 Duke Energy shares in Q1 2026, an estimated $60K.
Foster Dykema Cabot & Partners first reported a position in Duke Energy in Q4 2023 and held it in 9 quarters.
Foster Dykema Cabot & Partners's Duke Energy position peaked at $94.5K in Q3 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.