Luken Investment Analytics’s Duke Energy DUK Stock Holding History

Luken Investment Analytics’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	$94.4K	Sell	721 -5	-0.7%	-$625	0.04%	75
2025 Q4	$85.1K	Buy	726 +5	+0.7%	+$611	0.03%	77
2025 Q3	$89.2K	Hold	721	–	–	0.03%	78
2025 Q2	$85.1K	Hold	721	–	–	0.04%	76
2025 Q1	$87.9K	Hold	721	–	–	0.04%	71
2024 Q4	$77.7K	Hold	721	–	–	0.04%	69
2024 Q3	$83.1K	Hold	721	–	–	0.04%	67
2024 Q2	$72.3K	Hold	721	–	–	0.04%	74
2024 Q1	$69.7K	Hold	721	–	–	0.04%	67
2023 Q4	$70K	Hold	721	–	–	0.04%	65
2023 Q3	$63.6K	Hold	721	–	–	0.04%	64
2023 Q2	$64.7K	Hold	721	–	–	0.04%	62
2023 Q1	$69.6K	Hold	721	–	–	0.04%	58
2022 Q4	$74.3K	Buy	+721	New	+$69.2K	0.05%	61
2020 Q4	$66K	Buy	+721	New	+$66.7K	0.05%	50

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

Luken Investment Analytics's DUK Position: Q1 2026 in Review

Luken Investment Analytics reduced its Duke Energy (DUK) stake by 0.69% in Q1 2026, selling an estimated $625 and leaving 721 shares worth $94.4K. The position accounts for 0.04% of the portfolio, ranked #75.

Luken Investment Analytics first reported a position in DUK in Q4 2020 and has held it in 15 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Luken Investment Analytics held 721 shares of Duke Energy worth $94.4K as of Q1 2026.
Luken Investment Analytics sold 5 Duke Energy shares in Q1 2026, an estimated $625.
Duke Energy made up 0.04% of Luken Investment Analytics's portfolio in Q1 2026, its #75 holding.
Luken Investment Analytics first reported a position in Duke Energy in Q4 2020 and has held it in 15 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.