iA Global Asset Management’s Duke Energy DUK Stock Holding History

iA Global 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	$19.4M	Buy	147,797 +45,879	+45%	+$5.74M	0.27%	79
2025 Q4	$11.9M	Sell	101,918 -70,772	-41%	-$8.64M	0.15%	123
2025 Q3	$21.4M	Buy	172,690 +60,201	+54%	+$7.31M	0.29%	70
2025 Q2	$13.3M	Sell	112,489 -48,175	-30%	-$5.68M	0.2%	99
2025 Q1	$19.6M	Buy	160,664 +72,137	+81%	+$8.22M	0.34%	60
2024 Q4	$9.54M	Buy	88,527 +65,875	+291%	+$7.46M	0.17%	105
2024 Q3	$2.61M	Buy	22,652 +588	+3%	+$65.4K	0.05%	230
2024 Q2	$2.21M	Buy	22,064 +17,084	+343%	+$1.71M	0.04%	222
2024 Q1	$482K	Buy	+4,980	New	+$472K	0.01%	369

Other funds holding DUK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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