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Minot DeBlois Advisors’s Duke Energy DUK Stock Holding History

Minot DeBlois Advisors’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 		$1.96K Sell
15
-10
-40% -$1.25K ﹤0.01% 193
2025
Q4 		$2.93K Hold
25
– – ﹤0.01% 185
2025
Q3 		$3.09K Sell
25
-25
-50% -$3.03K ﹤0.01% 210
2025
Q2 		$5.9K Hold
50
– – 0.01% 184
2025
Q1 		$6.1K Hold
50
– – 0.01% 183
2024
Q4 		$5.39K Buy
+50
New +$5.66K ﹤0.01% 237

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

Minot DeBlois Advisors's DUK Position: Q1 2026 in Review

Minot DeBlois Advisors reduced its Duke Energy (DUK) stake by 40% in Q1 2026, selling an estimated $1.25K and leaving 15 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Minot DeBlois Advisors first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.1K in Q1 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Minot DeBlois Advisors held 15 shares of Duke Energy worth $1.96K as of Q1 2026.
  • Minot DeBlois Advisors sold 10 Duke Energy shares in Q1 2026, an estimated $1.25K.
  • Duke Energy made up ﹤0.01% of Minot DeBlois Advisors's portfolio in Q1 2026, its #193 holding.
  • Minot DeBlois Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Minot DeBlois Advisors's Duke Energy position peaked at $6.1K in Q1 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.