Morse Asset Management’s Duke Energy DUK Stock Holding History

Morse Asset 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	$196K	Hold	1,500	–	–	0.04%	155
2025 Q4	$176K	Hold	1,500	–	–	0.04%	156
2025 Q3	$186K	Hold	1,500	–	–	0.04%	153
2025 Q2	$177K	Hold	1,500	–	–	0.04%	158
2025 Q1	$183K	Hold	1,500	–	–	0.05%	147
2024 Q4	$162K	Hold	1,500	–	–	0.04%	158
2024 Q3	$173K	Buy	+1,500	New	+$167K	0.04%	178
2021 Q2	–	Sell	-3,000	Closed	-$290K	–	164
2021 Q1	$290K	Hold	3,000	–	–	0.07%	136
2020 Q4	$275K	Hold	3,000	–	–	0.08%	124
2020 Q3	$266K	Hold	3,000	–	–	0.09%	116
2020 Q2	$240K	Hold	3,000	–	–	0.09%	109
2020 Q1	$243K	Hold	3,000	–	–	0.12%	97
2019 Q4	$274K	Hold	3,000	–	–	0.09%	114
2019 Q3	$288K	Sell	3,000 -999	-25%	-$90.9K	0.11%	106
2019 Q2	$353K	Hold	3,999	–	–	0.1%	108
2019 Q1	$360K	Hold	3,999	–	–	0.11%	106
2018 Q4	$345K	Hold	3,999	–	–	0.12%	100
2018 Q3	$320K	Hold	3,999	–	–	0.08%	110
2018 Q2	$316K	Hold	3,999	–	–	0.09%	115
2018 Q1	$310K	Hold	3,999	–	–	0.09%	121
2017 Q4	$336K	Hold	3,999	–	–	0.09%	110
2017 Q3	$336K	Buy	3,999 +999	+33%	+$85.5K	0.1%	109
2017 Q2	$251K	Hold	3,000	–	–	0.08%	114
2017 Q1	$246K	Buy	+3,000	New	+$238K	0.08%	118

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morse Asset Management's DUK Position: Q1 2026 in Review

Morse Asset Management held its Duke Energy (DUK) position steady in Q1 2026 at 1,500 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #155.

Morse Asset Management first reported a position in DUK in Q1 2017 and has held it in 24 quarters since. The position peaked at $360K in Q1 2019. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Morse Asset Management held 1,500 shares of Duke Energy worth $196K as of Q1 2026.
Morse Asset Management left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.04% of Morse Asset Management's portfolio in Q1 2026, its #155 holding.
Morse Asset Management first reported a position in Duke Energy in Q1 2017 and has held it in 24 quarters since.
Morse Asset Management's Duke Energy position peaked at $360K in Q1 2019.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.