Nordwand Advisors’s Duke Energy DUK Stock Holding History

Nordwand 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	$230K	Hold	1,755	–	–	0.04%	141
2025 Q4	$206K	Hold	1,755	–	–	0.04%	146
2025 Q3	$217K	Buy	+1,755	New	+$213K	0.03%	148

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

Nordwand Advisors's DUK Position: Q1 2026 in Review

Nordwand Advisors held its Duke Energy (DUK) position steady in Q1 2026 at 1,755 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #141.

Nordwand Advisors first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Nordwand Advisors held 1,755 shares of Duke Energy worth $230K as of Q1 2026.
Nordwand Advisors left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.04% of Nordwand Advisors's portfolio in Q1 2026, its #141 holding.
Nordwand Advisors first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Nordwand Advisors's 13F filing for Q1 2026, filed 7 May 2026.