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NovaPoint Capital’s Duke Energy DUK Stock Holding History

NovaPoint Capital’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 		$1.54M Buy
11,734
+885
+8% +$111K 0.39% 66
2025
Q4 		$1.27M Buy
10,849
+740
+7% +$90.4K 0.33% 71
2025
Q3 		$1.25M Buy
+10,109
New +$1.23M 0.31% 68
2025
Q2 		– Sell
-8,778
Closed -$1.07M – 93
2025
Q1 		$1.07M Sell
8,778
-15
-0.2% -$1.71K 0.33% 67
2024
Q4 		$947K Buy
8,793
+252
+3% +$28.5K 0.29% 70
2024
Q3 		$985K Buy
8,541
+630
+8% +$70.1K 0.31% 70
2024
Q2 		$793K Buy
7,911
+533
+7% +$53.3K 0.27% 75
2024
Q1 		$713K Sell
7,378
-1,306
-15% -$124K 0.25% 75
2023
Q4 		$843K Sell
8,684
-2,453
-22% -$223K 0.31% 69
2023
Q3 		$983K Buy
11,137
+1,587
+17% +$145K 0.39% 63
2023
Q2 		$857K Buy
9,550
+373
+4% +$35.2K 0.32% 74
2023
Q1 		$885K Buy
9,177
+2,142
+30% +$212K 0.36% 73
2022
Q4 		$725K Buy
7,035
+206
+3% +$19.8K 0.32% 71
2022
Q3 		$635K Buy
6,829
+614
+10% +$65.9K 0.29% 76
2022
Q2 		$666K Buy
6,215
+3,357
+117% +$369K 0.29% 74
2022
Q1 		$319K Buy
2,858
+166
+6% +$17.2K 0.12% 103
2021
Q4 		$282K Buy
2,692
+357
+15% +$36.2K 0.1% 110
2021
Q3 		$228K Buy
+2,335
New +$242K 0.09% 119

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

NovaPoint Capital's DUK Position: Q1 2026 in Review

NovaPoint Capital increased its Duke Energy (DUK) stake by 8.2% in Q1 2026, buying an estimated $111K and bringing the position to 11,734 shares worth $1.54M. The position accounts for 0.39% of the portfolio, ranked #66.

NovaPoint Capital first reported a position in DUK in Q3 2021 and has held it in 18 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • NovaPoint Capital held 11,734 shares of Duke Energy worth $1.54M as of Q1 2026.
  • NovaPoint Capital bought 885 Duke Energy shares in Q1 2026, an estimated $111K.
  • Duke Energy made up 0.39% of NovaPoint Capital's portfolio in Q1 2026, its #66 holding.
  • NovaPoint Capital first reported a position in Duke Energy in Q3 2021 and has held it in 18 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on NovaPoint Capital's 13F filing for Q1 2026, filed 6 May 2026.