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Fountainhead AM’s Duke Energy DUK Stock Holding History

Fountainhead AM’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 		$49.9K Buy
381
+103
+37% +$12.9K 0.04% 154
2025
Q4 		$32.5K Sell
278
-2,204
-89% -$269K 0.05% 111
2025
Q3 		$307K Sell
2,482
-65
-3% -$7.89K 0.04% 164
2025
Q2 		$301K Buy
2,547
+479
+23% +$56.5K 0.04% 155
2025
Q1 		$252K Buy
2,068
+22
+1% +$2.51K 0.04% 153
2024
Q4 		$220K Buy
+2,046
New +$232K 0.04% 155

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

Fountainhead AM's DUK Position: Q1 2026 in Review

Fountainhead AM increased its Duke Energy (DUK) stake by 37% in Q1 2026, buying an estimated $12.9K and bringing the position to 381 shares worth $49.9K. The position accounts for 0.04% of the portfolio, ranked #154.

Fountainhead AM first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $307K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Fountainhead AM held 381 shares of Duke Energy worth $49.9K as of Q1 2026.
  • Fountainhead AM bought 103 Duke Energy shares in Q1 2026, an estimated $12.9K.
  • Duke Energy made up 0.04% of Fountainhead AM's portfolio in Q1 2026, its #154 holding.
  • Fountainhead AM first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Fountainhead AM's Duke Energy position peaked at $307K in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.