Murphy & Mullick Capital Management’s Duke Energy DUK Stock Holding History

Murphy & Mullick Capital 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	$73.7K	Buy	563 +2	+0.4%	+$250	0.05%	237
2025 Q4	$65.7K	Buy	561 +2	+0.4%	+$244	0.05%	253
2025 Q3	$69.5K	Buy	559 +2	+0.4%	+$243	0.05%	239
2025 Q2	$67K	Buy	557 +2	+0.4%	+$236	0.05%	233
2025 Q1	$67.7K	Buy	555 +2	+0.4%	+$228	0.07%	223
2024 Q4	$59.6K	Buy	+553	New	+$62.6K	0.05%	238

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

Murphy & Mullick Capital Management's DUK Position: Q1 2026 in Review

Murphy & Mullick Capital Management increased its Duke Energy (DUK) stake by 0.36% in Q1 2026, buying an estimated $250 and bringing the position to 563 shares worth $73.7K. The position accounts for 0.05% of the portfolio, ranked #237.

Murphy & Mullick Capital Management first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Murphy & Mullick Capital Management held 563 shares of Duke Energy worth $73.7K as of Q1 2026.
Murphy & Mullick Capital Management bought 2 Duke Energy shares in Q1 2026, an estimated $250.
Duke Energy made up 0.05% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #237 holding.
Murphy & Mullick Capital Management first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.