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Money Concepts Capital’s Duke Energy DUK Stock Holding History

Money Concepts Capital’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 		$7.59M Buy
57,987
+2,274
+4% +$284K 0.42% 51
2025
Q4 		$6.53M Buy
55,713
+3,133
+6% +$383K 0.37% 56
2025
Q3 		$6.51M Buy
52,580
+208
+0.4% +$25.2K 0.4% 49
2025
Q2 		$6.18M Buy
52,372
+1,039
+2% +$123K 0.41% 52
2025
Q1 		$6.26M Buy
51,333
+2,927
+6% +$334K 0.47% 52
2024
Q4 		$5.22M Buy
48,406
+584
+1% +$66.2K 0.39% 56
2024
Q3 		$5.51M Sell
47,822
-598
-1% -$66.6K 0.42% 56
2024
Q2 		$4.85M Buy
48,420
+73
+0.2% +$7.3K 0.41% 58
2024
Q1 		$4.68M Buy
48,347
+102
+0.2% +$9.68K 0.43% 63
2023
Q4 		$4.68M Sell
48,245
-208
-0.4% -$18.9K 0.43% 69
2023
Q3 		$4.28M Buy
48,453
+1,675
+4% +$154K 0.45% 72
2023
Q2 		$4.2M Sell
46,778
-225,951
-83% -$21.3M 0.43% 75
2023
Q1 		$26.5M Sell
272,729
-13,910
-5% -$1.37M 1.48% 20
2022
Q4 		$29.5M Buy
286,639
+46,865
+20% +$4.5M 1.32% 20
2022
Q3 		$22.3M Buy
239,774
+195,952
+447% +$21M 1.32% 22
2022
Q2 		$4.8M Sell
43,822
-16,517
-27% -$1.82M 0.43% 51
2022
Q1 		$6.74M Buy
60,339
+16,965
+39% +$1.76M 0.38% 50
2021
Q4 		$4.55M Buy
+43,374
New +$4.4M 0.38% 58
2021
Q1 		$4M Buy
41,418
+2,495
+6% +$228K 0.32% 80
2020
Q4 		$3.56M Buy
+38,923
New +$3.6M 0.33% 81

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

Money Concepts Capital's DUK Position: Q1 2026 in Review

Money Concepts Capital increased its Duke Energy (DUK) stake by 4.1% in Q1 2026, buying an estimated $284K and bringing the position to 57,987 shares worth $7.59M. The position accounts for 0.42% of the portfolio, ranked #51.

Money Concepts Capital first reported a position in DUK in Q4 2020 and has held it in 20 quarters since. The position peaked at $29.5M in Q4 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Money Concepts Capital held 57,987 shares of Duke Energy worth $7.59M as of Q1 2026.
  • Money Concepts Capital bought 2,274 Duke Energy shares in Q1 2026, an estimated $284K.
  • Duke Energy made up 0.42% of Money Concepts Capital's portfolio in Q1 2026, its #51 holding.
  • Money Concepts Capital first reported a position in Duke Energy in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Duke Energy position peaked at $29.5M in Q4 2022.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.