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Oak Harbor Wealth Partners’s Duke Energy DUK Stock Holding History

Oak Harbor Wealth Partners’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 		$2.16M Buy
16,515
+278
+2% +$34.8K 0.51% 48
2025
Q4 		$1.9M Buy
16,237
+1,292
+9% +$158K 0.46% 54
2025
Q3 		$1.85M Sell
14,945
-1,191
-7% -$145K 0.46% 52
2025
Q2 		$1.9M Sell
16,136
-887
-5% -$105K 0.51% 48
2025
Q1 		$2.08M Buy
17,023
+1,466
+9% +$167K 0.59% 38
2024
Q4 		$1.68M Buy
15,557
+134
+0.9% +$15.2K 0.49% 54
2024
Q3 		$1.78M Buy
15,423
+5
+0% +$557 0.51% 55
2024
Q2 		$1.55M Sell
15,418
-28
-0.2% -$2.8K 0.49% 53
2024
Q1 		$1.49M Buy
15,446
+6
+0% +$569 0.47% 59
2023
Q4 		$1.5M Sell
15,440
-576
-4% -$52.4K 0.5% 56
2023
Q3 		$1.41M Sell
16,016
-192
-1% -$17.6K 0.5% 56
2023
Q2 		$1.45M Sell
16,208
-1,237
-7% -$117K 0.5% 59
2023
Q1 		$1.68M Sell
17,445
-656
-4% -$64.8K 0.61% 46
2022
Q4 		$1.86M Buy
18,101
+5
+0% +$480 0.71% 41
2022
Q3 		$1.68M Buy
18,096
+6
+0% +$644 0.66% 43
2022
Q2 		$1.94M Sell
18,090
-181
-1% -$19.9K 0.77% 40
2022
Q1 		$2.04M Buy
18,271
+173
+1% +$18K 0.67% 40
2021
Q4 		$1.9M Buy
+18,098
New +$1.83M 0.65% 45

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 Harbor Wealth Partners's DUK Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Duke Energy (DUK) stake by 1.7% in Q1 2026, buying an estimated $34.8K and bringing the position to 16,515 shares worth $2.16M. The position accounts for 0.51% of the portfolio, ranked #48.

Oak Harbor Wealth Partners first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Oak Harbor Wealth Partners held 16,515 shares of Duke Energy worth $2.16M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 278 Duke Energy shares in Q1 2026, an estimated $34.8K.
  • Duke Energy made up 0.51% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #48 holding.
  • Oak Harbor Wealth Partners first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.