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Oak Grove Capital’s Duke Energy DUK Stock Holding History

Oak Grove 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 		$15.7M Buy
120,150
+400
+0.3% +$50K 1.33% 16
2025
Q4 		$14M Buy
119,750
+5,000
+4% +$611K 1.66% 15
2025
Q3 		$14.2M Sell
114,750
-13,400
-10% -$1.63M 2.01% 17
2025
Q2 		$15.1M Buy
128,150
+48,160
+60% +$5.68M 2.48% 13
2025
Q1 		$9.76M Sell
79,990
-9,750
-11% -$1.11M 2.03% 14
2024
Q4 		$9.67M Buy
89,740
+49,020
+120% +$5.55M 1.44% 19
2024
Q3 		$4.7M Buy
40,720
+12,050
+42% +$1.34M 0.77% 22
2024
Q2 		$2.87M Buy
+28,670
New +$2.87M 0.52% 27

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

Oak Grove Capital's DUK Position: Q1 2026 in Review

Oak Grove Capital increased its Duke Energy (DUK) stake by 0.33% in Q1 2026, buying an estimated $50K and bringing the position to 120,150 shares worth $15.7M. The position accounts for 1.33% of the portfolio, ranked #16.

Oak Grove Capital first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Oak Grove Capital held 120,150 shares of Duke Energy worth $15.7M as of Q1 2026.
  • Oak Grove Capital bought 400 Duke Energy shares in Q1 2026, an estimated $50K.
  • Duke Energy made up 1.33% of Oak Grove Capital's portfolio in Q1 2026, its #16 holding.
  • Oak Grove Capital first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Oak Grove Capital's 13F filing for Q1 2026, filed 13 May 2026.