MCM
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McDonough Capital Management’s Duke Energy DUK Stock Holding History

McDonough 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 		$482K Sell
3,681
-72
-2% -$9K 0.26% 31
2025
Q4 		$440K Sell
3,753
-176
-4% -$21.5K 0.22% 34
2025
Q3 		$486K Sell
3,929
-213
-5% -$25.8K 0.24% 34
2025
Q2 		$489K Sell
4,142
-229
-5% -$27K 0.27% 33
2025
Q1 		$533K Sell
4,371
-191
-4% -$21.8K 0.35% 32
2024
Q4 		$492K Buy
4,562
+443
+11% +$50.2K 0.3% 30
2024
Q3 		$475K Sell
4,119
-331
-7% -$36.8K 0.33% 30
2024
Q2 		$446K Buy
4,450
+106
+2% +$10.6K 0.32% 32
2024
Q1 		$420K Buy
4,344
+3
+0.1% +$285 0.33% 32
2023
Q4 		$421K Buy
4,341
+3
+0.1% +$273 0.36% 29
2023
Q3 		$383K Buy
4,338
+1,418
+49% +$130K 0.36% 28
2023
Q2 		$262K Buy
2,920
+3
+0.1% +$283 0.24% 38
2023
Q1 		$281K Buy
2,917
+3
+0.1% +$296 0.29% 34
2022
Q4 		$300K Sell
2,914
-502
-15% -$48.2K 0.35% 34
2022
Q3 		$318K Buy
3,416
+143
+4% +$15.4K 0.36% 30
2022
Q2 		$351K Sell
3,273
-6
-0.2% -$660 0.39% 30
2022
Q1 		$366K Buy
3,279
+3
+0.1% +$312 0.32% 31
2021
Q4 		$344K Buy
+3,276
New +$332K 0.28% 34

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

McDonough Capital Management's DUK Position: Q1 2026 in Review

McDonough Capital Management reduced its Duke Energy (DUK) stake by 1.9% in Q1 2026, selling an estimated $9K and leaving 3,681 shares worth $482K. The position accounts for 0.26% of the portfolio, ranked #31.

McDonough Capital Management first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $533K in Q1 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • McDonough Capital Management held 3,681 shares of Duke Energy worth $482K as of Q1 2026.
  • McDonough Capital Management sold 72 Duke Energy shares in Q1 2026, an estimated $9K.
  • Duke Energy made up 0.26% of McDonough Capital Management's portfolio in Q1 2026, its #31 holding.
  • McDonough Capital Management first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • McDonough Capital Management's Duke Energy position peaked at $533K in Q1 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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