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MSH Capital Advisors’s Duke Energy DUK Stock Holding History

MSH Capital 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 		$1.86M Buy
14,241
+120
+0.8% +$15K 0.39% 72
2025
Q4 		$1.66M Buy
14,121
+238
+2% +$29.1K 0.35% 76
2025
Q3 		$1.72M Buy
13,883
+3
+0% +$364 0.46% 64
2025
Q2 		$1.64M Buy
13,880
+34
+0.2% +$4.01K 0.47% 63
2025
Q1 		$1.69M Buy
13,846
+1,809
+15% +$206K 0.52% 58
2024
Q4 		$1.3M Buy
12,037
+1,694
+16% +$192K 0.41% 70
2024
Q3 		$1.19M Buy
10,343
+3
+0% +$334 0.36% 77
2024
Q2 		$1.04M Buy
10,340
+174
+2% +$17.4K 0.35% 81
2024
Q1 		$983K Sell
10,166
-308
-3% -$29.2K 0.35% 83
2023
Q4 		$1.02M Sell
10,474
-399
-4% -$36.3K 0.38% 78
2023
Q3 		$960K Sell
10,873
-229
-2% -$21K 0.38% 81
2023
Q2 		$996K Buy
11,102
+112
+1% +$10.6K 0.37% 83
2023
Q1 		$1.06M Sell
10,990
-112
-1% -$11.1K 0.45% 74
2022
Q4 		$1.14M Buy
11,102
+273
+3% +$26.2K 0.52% 68
2022
Q3 		$1.01M Buy
10,829
+59
+0.5% +$6.34K 0.5% 71
2022
Q2 		$1.15M Buy
10,770
+646
+6% +$71K 0.54% 65
2022
Q1 		$1.13M Buy
10,124
+603
+6% +$62.6K 0.47% 71
2021
Q4 		$999K Buy
+9,521
New +$965K 0.45% 74

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

MSH Capital Advisors's DUK Position: Q1 2026 in Review

MSH Capital Advisors increased its Duke Energy (DUK) stake by 0.85% in Q1 2026, buying an estimated $15K and bringing the position to 14,241 shares worth $1.86M. The position accounts for 0.39% of the portfolio, ranked #72.

MSH Capital Advisors first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • MSH Capital Advisors held 14,241 shares of Duke Energy worth $1.86M as of Q1 2026.
  • MSH Capital Advisors bought 120 Duke Energy shares in Q1 2026, an estimated $15K.
  • Duke Energy made up 0.39% of MSH Capital Advisors's portfolio in Q1 2026, its #72 holding.
  • MSH Capital Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.