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DUK icon

INVST’s Duke Energy DUK Stock Holding History

INVST’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 		$366K Buy
2,797
+135
+5% +$16.9K 0.04% 272
2025
Q4 		$312K Buy
2,662
+30
+1% +$3.66K 0.03% 270
2025
Q3 		$326K Sell
2,632
-176
-6% -$21.4K 0.04% 264
2025
Q2 		$331K Buy
2,808
+12
+0.4% +$1.42K 0.04% 254
2025
Q1 		$341K Sell
2,796
-258
-8% -$29.4K 0.05% 237
2024
Q4 		$329K Buy
3,054
+471
+18% +$53.4K 0.04% 201
2024
Q3 		$298K Buy
2,583
+419
+19% +$46.6K 0.04% 204
2024
Q2 		$215K Buy
+2,164
New +$216K 0.02% 244
2022
Q2 		– Sell
-1,813
Closed -$201K – 187
2022
Q1 		$201K Buy
+1,813
New +$188K 0.03% 174

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

INVST's DUK Position: Q1 2026 in Review

INVST increased its Duke Energy (DUK) stake by 5.1% in Q1 2026, buying an estimated $16.9K and bringing the position to 2,797 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #272.

INVST first reported a position in DUK in Q1 2022 and has held it in 9 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • INVST held 2,797 shares of Duke Energy worth $366K as of Q1 2026.
  • INVST bought 135 Duke Energy shares in Q1 2026, an estimated $16.9K.
  • Duke Energy made up 0.04% of INVST's portfolio in Q1 2026, its #272 holding.
  • INVST first reported a position in Duke Energy in Q1 2022 and has held it in 9 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.