FCM
DUK icon

Fourpath Capital Management’s Duke Energy DUK Stock Holding History

Fourpath Capital Management’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 		$1.39M Buy
10,582
+2
+0% +$250 0.2% 85
2025
Q4 		$1.24M Sell
10,580
-70
-0.7% -$8.55K 0.17% 91
2025
Q3 		$1.32M Buy
10,650
+14
+0.1% +$1.7K 0.19% 83
2025
Q2 		$1.26M Sell
10,636
-194
-2% -$22.9K 0.2% 82
2025
Q1 		$1.32M Sell
10,830
-26
-0.2% -$2.96K 0.23% 79
2024
Q4 		$1.17M Sell
10,856
-192
-2% -$21.8K 0.22% 84
2024
Q3 		$1.27M Sell
11,048
-1,636
-13% -$182K 0.23% 81
2024
Q2 		$1.27M Sell
12,684
-409
-3% -$40.9K 0.94% 19
2024
Q1 		$1.27M Sell
13,093
-250
-2% -$23.7K 0.88% 21
2023
Q4 		$1.29M Sell
13,343
-509
-4% -$46.3K 0.88% 20
2023
Q3 		$1.22M Sell
13,852
-17
-0.1% -$1.56K 0.92% 23
2023
Q2 		$1.24M Buy
13,869
+1,296
+10% +$122K 1.5% 13
2023
Q1 		$1.21M Hold
12,573
– – 0.85% 26
2022
Q4 		$1.29M Buy
12,573
+1,725
+16% +$166K 0.94% 24
2022
Q3 		$1.01M Buy
10,848
+18
+0.2% +$1.93K 0.69% 35
2022
Q2 		$1.16M Buy
10,830
+134
+1% +$14.7K 0.72% 28
2022
Q1 		$1.19M Hold
10,696
– – 0.47% 39
2021
Q4 		$1.12M Buy
+10,696
New +$1.08M 0.43% 42

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

Fourpath Capital Management's DUK Position: Q1 2026 in Review

Fourpath Capital Management increased its Duke Energy (DUK) stake by 0.02% in Q1 2026, buying an estimated $250 and bringing the position to 10,582 shares worth $1.39M. The position accounts for 0.2% of the portfolio, ranked #85.

Fourpath Capital Management first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Fourpath Capital Management held 10,582 shares of Duke Energy worth $1.39M as of Q1 2026.
  • Fourpath Capital Management bought 2 Duke Energy shares in Q1 2026, an estimated $250.
  • Duke Energy made up 0.2% of Fourpath Capital Management's portfolio in Q1 2026, its #85 holding.
  • Fourpath Capital Management first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Fourpath Capital Management's 13F filing for Q1 2026, filed 1 May 2026.