IFC & Insurance Marketing’s Duke Energy DUK Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-36	Closed	-$4K	–	216
2025 Q4	$4K	Buy	+36	New	+$4.4K	﹤0.01%	541

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFC & Insurance Marketing's DUK Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 36 shares — an estimated $4K sold.

IFC & Insurance Marketing first reported a position in DUK in Q4 2025 and held it in 1 quarter. The position peaked at $4K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

IFC & Insurance Marketing reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 36 Duke Energy shares in Q1 2026, an estimated $4K.
IFC & Insurance Marketing first reported a position in Duke Energy in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Duke Energy position peaked at $4K in Q4 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.