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Frisch Financial Group’s Duke Energy DUK Stock Holding History

Frisch Financial Group’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 		$255K Buy
+1,949
New +$244K 0.05% 147
2025
Q4 		– Sell
-1,684
Closed -$208K – 167
2025
Q3 		$208K Buy
+1,684
New +$204K 0.05% 146
2025
Q2 		– Sell
-1,872
Closed -$228K – 146
2025
Q1 		$228K Buy
+1,872
New +$213K 0.06% 116
2023
Q1 		– Sell
-2,355
Closed -$243K – 121
2022
Q4 		$243K Buy
+2,355
New +$226K 0.09% 115
2021
Q2 		– Sell
-2,319
Closed -$224K – 155
2021
Q1 		$224K Buy
2,319
+10
+0.4% +$913 0.08% 139
2020
Q4 		$211K Buy
+2,309
New +$214K 0.08% 127

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

Frisch Financial Group's DUK Position: Q1 2026 in Review

Frisch Financial Group opened a new position in Duke Energy (DUK) in Q1 2026: 1,949 shares worth $255K. The stake represents 0.05% of the portfolio and ranks #147 among its holdings. This is a return to the name: Frisch Financial Group previously reported a position in DUK as recently as Q3 2025.

Frisch Financial Group first reported a position in DUK in Q4 2020 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Frisch Financial Group held 1,949 shares of Duke Energy worth $255K as of Q1 2026.
  • Duke Energy was a new Frisch Financial Group position in Q1 2026.
  • Duke Energy made up 0.05% of Frisch Financial Group's portfolio in Q1 2026, its #147 holding.
  • Frisch Financial Group first reported a position in Duke Energy in Q4 2020 and has held it in 6 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.