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NorthStar Asset Management (New Jersey)’s Duke Energy DUK Stock Holding History

NorthStar Asset Management (New Jersey)’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 		$393K Buy
2,998
+16
+0.5% +$2K 0.19% 69
2025
Q4 		$349K Buy
2,982
+160
+6% +$19.5K 0.16% 78
2025
Q3 		$349K Buy
2,822
+14
+0.5% +$1.7K 0.17% 74
2025
Q2 		$331K Buy
2,808
+53
+2% +$6.25K 0.17% 72
2025
Q1 		$336K Buy
2,755
+333
+14% +$38K 0.21% 63
2024
Q4 		$261K Buy
2,422
+14
+0.6% +$1.59K 0.17% 70
2024
Q3 		$278K Sell
2,408
-297
-11% -$33.1K 0.19% 67
2024
Q2 		$271K Buy
2,705
+18
+0.7% +$1.8K 0.19% 64
2024
Q1 		$260K Buy
2,687
+138
+5% +$13.1K 0.2% 67
2023
Q4 		$247K Buy
+2,549
New +$232K 0.23% 65

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

NorthStar Asset Management (New Jersey)'s DUK Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) increased its Duke Energy (DUK) stake by 0.54% in Q1 2026, buying an estimated $2K and bringing the position to 2,998 shares worth $393K. The position accounts for 0.19% of the portfolio, ranked #69.

NorthStar Asset Management (New Jersey) first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • NorthStar Asset Management (New Jersey) held 2,998 shares of Duke Energy worth $393K as of Q1 2026.
  • NorthStar Asset Management (New Jersey) bought 16 Duke Energy shares in Q1 2026, an estimated $2K.
  • Duke Energy made up 0.19% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #69 holding.
  • NorthStar Asset Management (New Jersey) first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.