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Guinness Atkinson Asset Management’s Duke Energy DUK Stock Holding History

Guinness Atkinson Asset 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 		$12.2K Hold
93
– – 0.01% 97
2025
Q4 		$10.9K Buy
+93
New +$11.4K 0.01% 98

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

Guinness Atkinson Asset Management's DUK Position: Q1 2026 in Review

Guinness Atkinson Asset Management held its Duke Energy (DUK) position steady in Q1 2026 at 93 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #97.

Guinness Atkinson Asset Management first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Guinness Atkinson Asset Management held 93 shares of Duke Energy worth $12.2K as of Q1 2026.
  • Guinness Atkinson Asset Management left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.01% of Guinness Atkinson Asset Management's portfolio in Q1 2026, its #97 holding.
  • Guinness Atkinson Asset Management first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Guinness Atkinson Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.