FDW
DUK icon

Fourth Dimension Wealth’s Duke Energy DUK Stock Holding History

Fourth Dimension 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 		$496K Buy
3,786
+389
+11% +$48.6K 0.19% 77
2025
Q4 		$398K Buy
3,397
+206
+6% +$25.2K 0.15% 89
2025
Q3 		$395K Buy
3,191
+1,849
+138% +$224K 0.15% 86
2025
Q2 		$158K Buy
1,342
+574
+75% +$67.7K 0.07% 145
2025
Q1 		$93.7K Buy
768
+100
+15% +$11.4K 0.05% 171
2024
Q4 		$82.7K Buy
+668
New +$75.7K 0.04% 174

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

Fourth Dimension Wealth's DUK Position: Q1 2026 in Review

Fourth Dimension Wealth increased its Duke Energy (DUK) stake by 11% in Q1 2026, buying an estimated $48.6K and bringing the position to 3,786 shares worth $496K. The position accounts for 0.19% of the portfolio, ranked #77.

Fourth Dimension Wealth 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.

  • Fourth Dimension Wealth held 3,786 shares of Duke Energy worth $496K as of Q1 2026.
  • Fourth Dimension Wealth bought 389 Duke Energy shares in Q1 2026, an estimated $48.6K.
  • Duke Energy made up 0.19% of Fourth Dimension Wealth's portfolio in Q1 2026, its #77 holding.
  • Fourth Dimension Wealth 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 Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.