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MASECO Private Wealth’s Duke Energy DUK Stock Holding History

MASECO Private Wealth’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 		$10.2K Sell
78
-15
-16% -$1.88K ﹤0.01% 247
2025
Q4 		$10.9K Sell
93
-173
-65% -$21.1K ﹤0.01% 335
2025
Q3 		$32.9K Buy
+266
New +$32.3K ﹤0.01% 114

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

MASECO Private Wealth's DUK Position: Q1 2026 in Review

MASECO Private Wealth reduced its Duke Energy (DUK) stake by 16% in Q1 2026, selling an estimated $1.88K and leaving 78 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

MASECO Private Wealth first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. The position peaked at $32.9K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • MASECO Private Wealth held 78 shares of Duke Energy worth $10.2K as of Q1 2026.
  • MASECO Private Wealth sold 15 Duke Energy shares in Q1 2026, an estimated $1.88K.
  • Duke Energy made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #247 holding.
  • MASECO Private Wealth first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's Duke Energy position peaked at $32.9K in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.