MCM
DUK icon

MidAtlantic Capital Management’s Duke Energy DUK Stock Holding History

MidAtlantic 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 		– Sell
-155
Closed -$18.2K – 120
2025
Q4 		$18.2K Buy
+155
New +$18.9K 0.01% 187
2025
Q1 		– Sell
-155
Closed -$16.7K – 119
2024
Q4 		$16.7K Hold
155
– – 0.01% 187
2024
Q3 		$17.9K Hold
155
– – 0.01% 184
2024
Q2 		$15.5K Hold
155
– – 0.01% 180
2024
Q1 		$15K Hold
155
– – 0.01% 193
2023
Q4 		$15K Buy
+155
New +$14.1K 0.01% 187

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

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

MidAtlantic Capital Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 155 shares — an estimated $18.2K sold.

MidAtlantic Capital Management first reported a position in DUK in Q4 2023 and held it in 6 quarters. The position peaked at $18.2K in Q4 2025. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 155 Duke Energy shares in Q1 2026, an estimated $18.2K.
  • MidAtlantic Capital Management first reported a position in Duke Energy in Q4 2023 and held it in 6 quarters.
  • MidAtlantic Capital Management's Duke Energy position peaked at $18.2K in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.