JDM Financial Group’s Duke Energy DUK Stock Holding History

JDM Financial Group’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	$3.93K	Hold	30	–	–	﹤0.01%	264
2025 Q4	$3.52K	Buy	+30	New	+$3.66K	﹤0.01%	227

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

JDM Financial Group's DUK Position: Q1 2026 in Review

JDM Financial Group held its Duke Energy (DUK) position steady in Q1 2026 at 30 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

JDM Financial Group first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

JDM Financial Group held 30 shares of Duke Energy worth $3.93K as of Q1 2026.
JDM Financial Group left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #264 holding.
JDM Financial Group first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.