J.M. Arbour’s Duke Energy DUK Stock Holding History

J.M. Arbour’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	$200K	Buy	+1,530	New	+$191K	0.19%	119

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

J.M. Arbour's DUK Position: Q1 2026 in Review

J.M. Arbour opened a new position in Duke Energy (DUK) in Q1 2026: 1,530 shares worth $200K. The stake represents 0.19% of the portfolio and ranks #119 among its holdings.

2,475 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

J.M. Arbour held 1,530 shares of Duke Energy worth $200K as of Q1 2026.
Duke Energy was a new J.M. Arbour position in Q1 2026.
Duke Energy made up 0.19% of J.M. Arbour's portfolio in Q1 2026, its #119 holding.
2,475 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.