FCH
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Freestone Capital Holdings’s Duke Energy DUK Stock Holding History

Freestone Capital Holdings’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 		$770K Buy
5,879
+99
+2% +$12.4K 0.02% 275
2025
Q4 		$677K Buy
5,780
+1,362
+31% +$166K 0.02% 294
2025
Q3 		$547K Buy
4,418
+1,048
+31% +$127K 0.02% 327
2025
Q2 		$398K Sell
3,370
-118
-3% -$13.9K 0.01% 327
2025
Q1 		$425K Buy
3,488
+1,143
+49% +$130K 0.02% 305
2024
Q4 		$253K Buy
2,345
+437
+23% +$49.5K 0.01% 374
2024
Q3 		$220K Buy
+1,908
New +$212K 0.01% 400
2021
Q1 		– Sell
-175
Closed -$16K – 577
2020
Q4 		$16K Hold
175
– – ﹤0.01% 766
2020
Q3 		$15.5K Buy
+175
New +$14.4K ﹤0.01% 681
2013
Q4 		– Sell
-7,974
Closed -$517K – 319
2013
Q3 		$517K Buy
+7,974
New +$544K 0.09% 223

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

Freestone Capital Holdings's DUK Position: Q1 2026 in Review

Freestone Capital Holdings increased its Duke Energy (DUK) stake by 1.7% in Q1 2026, buying an estimated $12.4K and bringing the position to 5,879 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #275.

Freestone Capital Holdings first reported a position in DUK in Q3 2013 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Freestone Capital Holdings held 5,879 shares of Duke Energy worth $770K as of Q1 2026.
  • Freestone Capital Holdings bought 99 Duke Energy shares in Q1 2026, an estimated $12.4K.
  • Duke Energy made up 0.02% of Freestone Capital Holdings's portfolio in Q1 2026, its #275 holding.
  • Freestone Capital Holdings first reported a position in Duke Energy in Q3 2013 and has held it in 10 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.