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High Note Wealth’s Duke Energy DUK Stock Holding History

High Note Wealth’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 		$21.1K Buy
161
+23
+17% +$2.88K ﹤0.01% 270
2025
Q4 		$16.2K Buy
138
+16
+13% +$1.95K ﹤0.01% 284
2025
Q3 		$15.1K Buy
122
+1
+0.8% +$121 ﹤0.01% 276
2025
Q2 		$14.3K Hold
121
– – ﹤0.01% 269
2025
Q1 		$14.8K Hold
121
– – ﹤0.01% 255
2024
Q4 		$13K Buy
+121
New +$13.7K ﹤0.01% 267

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

High Note Wealth's DUK Position: Q1 2026 in Review

High Note Wealth increased its Duke Energy (DUK) stake by 17% in Q1 2026, buying an estimated $2.88K and bringing the position to 161 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

High Note Wealth first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • High Note Wealth held 161 shares of Duke Energy worth $21.1K as of Q1 2026.
  • High Note Wealth bought 23 Duke Energy shares in Q1 2026, an estimated $2.88K.
  • Duke Energy made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #270 holding.
  • High Note Wealth first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.