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GLOBALT Investments’s Duke Energy DUK Stock Holding History

GLOBALT Investments’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 		$8.25M Sell
63,024
-2,471
-4% -$309K 0.29% 44
2025
Q4 		$7.68M Buy
65,495
+8,124
+14% +$992K 0.28% 50
2025
Q3 		$7.1M Sell
57,371
-835
-1% -$101K 0.26% 53
2025
Q2 		$6.87M Sell
58,206
-3,051
-5% -$360K 0.26% 53
2025
Q1 		$7.47M Buy
61,257
+435
+0.7% +$49.6K 0.31% 46
2024
Q4 		$6.55M Sell
60,822
-818
-1% -$92.7K 0.25% 51
2024
Q3 		$7.11M Sell
61,640
-2,084
-3% -$232K 0.27% 50
2024
Q2 		$6.39M Sell
63,724
-858
-1% -$85.8K 0.26% 57
2024
Q1 		$6.25M Sell
64,582
-861
-1% -$81.7K 0.25% 57
2023
Q4 		$6.35M Buy
+65,443
New +$5.95M 0.26% 54

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

GLOBALT Investments's DUK Position: Q1 2026 in Review

GLOBALT Investments reduced its Duke Energy (DUK) stake by 3.8% in Q1 2026, selling an estimated $309K and leaving 63,024 shares worth $8.25M. The position accounts for 0.29% of the portfolio, ranked #44.

GLOBALT Investments first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • GLOBALT Investments held 63,024 shares of Duke Energy worth $8.25M as of Q1 2026.
  • GLOBALT Investments sold 2,471 Duke Energy shares in Q1 2026, an estimated $309K.
  • Duke Energy made up 0.29% of GLOBALT Investments's portfolio in Q1 2026, its #44 holding.
  • GLOBALT Investments first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.