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Founders Grove Wealth Partners’s Duke Energy DUK Stock Holding History

Founders Grove Wealth 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 		$324K Buy
2,472
+386
+19% +$48.3K 0.07% 123
2025
Q4 		$245K Buy
2,086
+90
+5% +$11K 0.06% 134
2025
Q3 		$247K Buy
1,996
+136
+7% +$16.5K 0.06% 124
2025
Q2 		$219K Sell
1,860
-181
-9% -$21.4K 0.06% 122
2025
Q1 		$249K Hold
2,041
– – 0.07% 104
2024
Q4 		$220K Buy
+2,041
New +$231K 0.06% 110

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

Founders Grove Wealth Partners's DUK Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Duke Energy (DUK) stake by 19% in Q1 2026, buying an estimated $48.3K and bringing the position to 2,472 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #123.

Founders Grove Wealth Partners first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Founders Grove Wealth Partners held 2,472 shares of Duke Energy worth $324K as of Q1 2026.
  • Founders Grove Wealth Partners bought 386 Duke Energy shares in Q1 2026, an estimated $48.3K.
  • Duke Energy made up 0.07% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #123 holding.
  • Founders Grove Wealth Partners first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.