MRP
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Measured Risk Portfolios’s Duke Energy DUK Stock Holding History

Measured Risk Portfolios’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 		$2.55M Buy
19,453
+638
+3% +$79.8K 2.79% 8
2025
Q4 		$2.21M Sell
18,815
-1,396
-7% -$170K 2.19% 15
2025
Q3 		$2.5M Buy
20,211
+196
+1% +$23.8K 2.33% 7
2025
Q2 		$2.36M Sell
20,015
-678
-3% -$80K 2.28% 11
2025
Q1 		$2.52M Sell
20,693
-257
-1% -$29.3K 2.71% 9
2024
Q4 		$2.26M Buy
+20,950
New +$2.37M 2.36% 10

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

Measured Risk Portfolios's DUK Position: Q1 2026 in Review

Measured Risk Portfolios increased its Duke Energy (DUK) stake by 3.4% in Q1 2026, buying an estimated $79.8K and bringing the position to 19,453 shares worth $2.55M. The position accounts for 2.79% of the portfolio, ranked #8.

Measured Risk Portfolios first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Measured Risk Portfolios held 19,453 shares of Duke Energy worth $2.55M as of Q1 2026.
  • Measured Risk Portfolios bought 638 Duke Energy shares in Q1 2026, an estimated $79.8K.
  • Duke Energy made up 2.79% of Measured Risk Portfolios's portfolio in Q1 2026, its #8 holding.
  • Measured Risk Portfolios first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Measured Risk Portfolios's 13F filing for Q1 2026, filed 15 May 2026.