Inscription Capital’s Duke Energy DUK Stock Holding History

Inscription Capital’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	$355K	Buy	2,709 +198	+8%	+$24.8K	0.04%	445
2025 Q4	$294K	Buy	2,511 +152	+6%	+$18.6K	0.03%	492
2025 Q3	$292K	Buy	2,359 +190	+9%	+$23.1K	0.03%	488
2025 Q2	$256K	Buy	+2,169	New	+$256K	0.04%	401
2021 Q3	–	Sell	-20,682	Closed	-$2.04M	–	256
2021 Q2	$2.04M	Buy	+20,682	New	+$2.08M	0.23%	88
2019 Q2	–	Sell	-573	Closed	-$52K	–	138
2019 Q1	$52K	Hold	573	–	–	0.03%	188
2018 Q4	$49K	Buy	+573	New	+$48.8K	0.03%	195

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

Inscription Capital's DUK Position: Q1 2026 in Review

Inscription Capital increased its Duke Energy (DUK) stake by 7.9% in Q1 2026, buying an estimated $24.8K and bringing the position to 2,709 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #445.

Inscription Capital first reported a position in DUK in Q4 2018 and has held it in 7 quarters since. The position peaked at $2.04M in Q2 2021. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Inscription Capital held 2,709 shares of Duke Energy worth $355K as of Q1 2026.
Inscription Capital bought 198 Duke Energy shares in Q1 2026, an estimated $24.8K.
Duke Energy made up 0.04% of Inscription Capital's portfolio in Q1 2026, its #445 holding.
Inscription Capital first reported a position in Duke Energy in Q4 2018 and has held it in 7 quarters since.
Inscription Capital's Duke Energy position peaked at $2.04M in Q2 2021.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.