Imprint Wealth’s Duke Energy DUK Stock Holding History

Imprint 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	$14K	Hold	107	–	–	0.06%	99
2025 Q4	$12.5K	Sell	107 -211	-66%	-$25.8K	0.06%	128
2025 Q3	$39.4K	Buy	+318	New	+$38.6K	0.13%	78
2024 Q1	$1.54M	Buy	16,081 +4,021	+33%	+$381K	0.37%	63
2023 Q4	$1.17M	Sell	12,060 -598	-5%	-$54.4K	0.94%	34
2023 Q3	$1.12M	Buy	12,658 +121	+1%	+$11.1K	0.94%	33
2023 Q2	$1.13M	Sell	12,537 -247	-2%	-$23.3K	0.71%	40
2023 Q1	$1.23M	Buy	+12,784	New	+$1.26M	0.81%	31

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

Imprint Wealth's DUK Position: Q1 2026 in Review

Imprint Wealth held its Duke Energy (DUK) position steady in Q1 2026 at 107 shares worth $14K. The position accounts for 0.06% of the portfolio, ranked #99.

Imprint Wealth first reported a position in DUK in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.54M in Q1 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Imprint Wealth held 107 shares of Duke Energy worth $14K as of Q1 2026.
Imprint Wealth left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.06% of Imprint Wealth's portfolio in Q1 2026, its #99 holding.
Imprint Wealth first reported a position in Duke Energy in Q1 2023 and has held it in 8 quarters since.
Imprint Wealth's Duke Energy position peaked at $1.54M in Q1 2024.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Imprint Wealth's 13F filing for Q1 2026, filed 15 May 2026.