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Madden Securities’s Duke Energy DUK Stock Holding History

Madden Securities’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 		$932K Hold
7,121
– – 0.28% 66
2025
Q4 		$835K Buy
7,121
+100
+1% +$12.2K 0.25% 69
2025
Q3 		$869K Sell
7,021
-200
-3% -$24.3K 0.27% 65
2025
Q2 		$852K Sell
7,221
-703
-9% -$83K 0.29% 64
2025
Q1 		$966K Hold
7,924
– – 0.38% 66
2024
Q4 		$854K Hold
7,924
– – 0.34% 62
2024
Q3 		$914K Sell
7,924
-100
-1% -$11.1K 0.39% 56
2024
Q2 		$804K Hold
8,024
– – 0.36% 61
2024
Q1 		$776K Buy
8,024
+75
+0.9% +$7.12K 0.36% 62
2023
Q4 		$771K Hold
7,949
– – 0.41% 52
2023
Q3 		$702K Sell
7,949
-20
-0.3% -$1.83K 0.4% 49
2023
Q2 		$715K Sell
7,969
-800
-9% -$75.5K 0.37% 51
2023
Q1 		$846K Hold
8,769
– – 0.45% 47
2022
Q4 		$903K Sell
8,769
-150
-2% -$14.4K 0.48% 45
2022
Q3 		$830K Hold
8,919
– – 0.5% 45
2022
Q2 		$956K Hold
8,919
– – 0.52% 47
2022
Q1 		$996K Hold
8,919
– – 0.45% 52
2021
Q4 		$936K Sell
8,919
-280
-3% -$28.4K 0.44% 57
2021
Q3 		$898K Sell
9,199
-387
-4% -$40.1K 0.49% 56
2021
Q2 		$946K Buy
9,586
+2
+0% +$201 0.49% 57
2021
Q1 		$925K Buy
9,584
+2
+0% +$183 0.54% 53
2020
Q4 		$877K Sell
9,582
-382
-4% -$35.3K 0.56% 51
2020
Q3 		$882K Buy
9,964
+3,006
+43% +$248K 0.66% 49
2020
Q2 		$556K Buy
+6,958
New +$588K 0.5% 56
2019
Q4 		$1.16M Buy
+12,710
New +$1.17M 1.16% 24

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

Madden Securities's DUK Position: Q1 2026 in Review

Madden Securities held its Duke Energy (DUK) position steady in Q1 2026 at 7,121 shares worth $932K. The position accounts for 0.28% of the portfolio, ranked #66.

Madden Securities first reported a position in DUK in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.16M in Q4 2019. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Madden Securities held 7,121 shares of Duke Energy worth $932K as of Q1 2026.
  • Madden Securities left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.28% of Madden Securities's portfolio in Q1 2026, its #66 holding.
  • Madden Securities first reported a position in Duke Energy in Q4 2019 and has held it in 25 quarters since.
  • Madden Securities's Duke Energy position peaked at $1.16M in Q4 2019.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Madden Securities's 13F filing for Q1 2026, filed 5 May 2026.