MAM
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McLean Asset Management’s Duke Energy DUK Stock Holding History

McLean Asset 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 		$253K Buy
1,935
+19
+1% +$2.38K 0.04% 145
2025
Q4 		$227K Sell
1,916
-76
-4% -$9.28K 0.04% 159
2025
Q3 		$248K Sell
1,992
-449
-18% -$54.5K 0.05% 150
2025
Q2 		$286K Buy
2,441
+46
+2% +$5.43K 0.08% 132
2025
Q1 		$278K Sell
2,395
-186
-7% -$21.2K 0.09% 118
2024
Q4 		$278K Buy
2,581
+102
+4% +$11.6K 0.08% 123
2024
Q3 		$283K Sell
2,479
-504
-17% -$56.1K 0.09% 122
2024
Q2 		$307K Buy
2,983
+427
+17% +$42.7K 0.1% 105
2024
Q1 		$249K Sell
2,556
-407
-14% -$38.6K 0.09% 130
2023
Q4 		$292K Buy
+2,963
New +$269K 0.11% 99
2023
Q1 		– Sell
-2,027
Closed -$209K – 134
2022
Q4 		$209K Buy
+2,027
New +$195K 0.07% 127
2022
Q3 		– Sell
-2,011
Closed -$216K – 131
2022
Q2 		$216K Buy
2,011
+9
+0.4% +$990 0.09% 116
2022
Q1 		$223K Buy
2,002
+16
+0.8% +$1.66K 0.17% 115
2021
Q4 		$206K Hold
1,986
– – 0.08% 130
2021
Q3 		$205K Buy
+1,986
New +$206K 0.08% 133

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

McLean Asset Management's DUK Position: Q1 2026 in Review

McLean Asset Management increased its Duke Energy (DUK) stake by 0.99% in Q1 2026, buying an estimated $2.38K and bringing the position to 1,935 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #145.

McLean Asset Management first reported a position in DUK in Q3 2021 and has held it in 15 quarters since. The position peaked at $307K in Q2 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • McLean Asset Management held 1,935 shares of Duke Energy worth $253K as of Q1 2026.
  • McLean Asset Management bought 19 Duke Energy shares in Q1 2026, an estimated $2.38K.
  • Duke Energy made up 0.04% of McLean Asset Management's portfolio in Q1 2026, its #145 holding.
  • McLean Asset Management first reported a position in Duke Energy in Q3 2021 and has held it in 15 quarters since.
  • McLean Asset Management's Duke Energy position peaked at $307K in Q2 2024.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.