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Millstone Evans Group’s Duke Energy DUK Stock Holding History

Millstone Evans Group’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 		$38.9K Buy
297
+103
+53% +$12.9K 0.02% 375
2025
Q4 		$22.7K Hold
194
– – 0.01% 459
2025
Q3 		$24K Hold
194
– – 0.02% 432
2025
Q2 		$22.9K Hold
194
– – 0.02% 427
2025
Q1 		$23.7K Hold
194
– – 0.02% 428
2024
Q4 		$20.9K Buy
+194
New +$22K 0.01% 413

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

Millstone Evans Group's DUK Position: Q1 2026 in Review

Millstone Evans Group increased its Duke Energy (DUK) stake by 53% in Q1 2026, buying an estimated $12.9K and bringing the position to 297 shares worth $38.9K. The position accounts for 0.02% of the portfolio, ranked #375.

Millstone Evans Group first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Millstone Evans Group held 297 shares of Duke Energy worth $38.9K as of Q1 2026.
  • Millstone Evans Group bought 103 Duke Energy shares in Q1 2026, an estimated $12.9K.
  • Duke Energy made up 0.02% of Millstone Evans Group's portfolio in Q1 2026, its #375 holding.
  • Millstone Evans Group first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.