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Indie Asset Partners’s Duke Energy DUK Stock Holding History

Indie Asset Partners’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 		$683K Sell
5,218
-12,715
-71% -$1.59M 0.78% 33
2025
Q4 		$2.1M Buy
17,933
+14,114
+370% +$1.72M 2.34% 10
2025
Q3 		$473K Buy
+3,819
New +$463K 0.63% 41

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

Indie Asset Partners's DUK Position: Q1 2026 in Review

Indie Asset Partners reduced its Duke Energy (DUK) stake by 71% in Q1 2026, selling an estimated $1.59M and leaving 5,218 shares worth $683K. The position accounts for 0.78% of the portfolio, ranked #33.

Indie Asset Partners first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.1M in Q4 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Indie Asset Partners held 5,218 shares of Duke Energy worth $683K as of Q1 2026.
  • Indie Asset Partners sold 12,715 Duke Energy shares in Q1 2026, an estimated $1.59M.
  • Duke Energy made up 0.78% of Indie Asset Partners's portfolio in Q1 2026, its #33 holding.
  • Indie Asset Partners first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • Indie Asset Partners's Duke Energy position peaked at $2.1M in Q4 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.