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Knollwood Investment Advisory’s Duke Energy DUK Stock Holding History

Knollwood Investment Advisory’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 		$531K Hold
4,055
– – 0.05% 216
2025
Q4 		$475K Hold
4,055
– – 0.04% 232
2025
Q3 		$502K Sell
4,055
-87
-2% -$10.6K 0.05% 257
2025
Q2 		$489K Hold
4,142
– – 0.05% 253
2025
Q1 		$505K Hold
4,142
– – 0.06% 253
2024
Q4 		$446K Hold
4,142
– – 0.05% 267
2024
Q3 		$478K Hold
4,142
– – 0.05% 269
2024
Q2 		$415K Buy
+4,142
New +$414K 0.05% 278

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Knollwood Investment Advisory's DUK Position: Q1 2026 in Review

Knollwood Investment Advisory held its Duke Energy (DUK) position steady in Q1 2026 at 4,055 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #216.

Knollwood Investment Advisory first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. 2,476 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Knollwood Investment Advisory held 4,055 shares of Duke Energy worth $531K as of Q1 2026.
  • Knollwood Investment Advisory left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.05% of Knollwood Investment Advisory's portfolio in Q1 2026, its #216 holding.
  • Knollwood Investment Advisory first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
  • 2,476 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.