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Joseph Group Capital Management’s Duke Energy DUK Stock Holding History

Joseph Group Capital Management’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 		$40.2K Buy
307
+134
+77% +$16.8K 0.01% 114
2025
Q4 		$20.3K Buy
173
+55
+47% +$6.72K 0.01% 130
2025
Q3 		$14.6K Buy
+118
New +$14.3K ﹤0.01% 91

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

Joseph Group Capital Management's DUK Position: Q1 2026 in Review

Joseph Group Capital Management increased its Duke Energy (DUK) stake by 77% in Q1 2026, buying an estimated $16.8K and bringing the position to 307 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #114.

Joseph Group Capital Management first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Joseph Group Capital Management held 307 shares of Duke Energy worth $40.2K as of Q1 2026.
  • Joseph Group Capital Management bought 134 Duke Energy shares in Q1 2026, an estimated $16.8K.
  • Duke Energy made up 0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #114 holding.
  • Joseph Group Capital Management first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.