GCM
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Generation Capital Management’s Duke Energy DUK Stock Holding History

Generation 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 		$365K Hold
2,785
– – 0.27% 60
2025
Q4 		$326K Hold
2,785
– – 0.21% 71
2025
Q3 		$345K Hold
2,785
– – 0.25% 66
2025
Q2 		$329K Hold
2,785
– – 0.26% 63
2025
Q1 		$340K Hold
2,785
– – 0.31% 56
2024
Q4 		$300K Buy
+2,785
New +$316K 0.26% 63

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

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

Generation Capital Management held its Duke Energy (DUK) position steady in Q1 2026 at 2,785 shares worth $365K. The position accounts for 0.27% of the portfolio, ranked #60.

Generation Capital Management first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Generation Capital Management held 2,785 shares of Duke Energy worth $365K as of Q1 2026.
  • Generation Capital Management left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.27% of Generation Capital Management's portfolio in Q1 2026, its #60 holding.
  • Generation Capital Management first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.