Objectivity Squared’s Duke Energy DUK Stock Holding History

Objectivity Squared’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	$488K	Buy	3,726 +2	+0.1%	+$250	0.31%	33
2025 Q4	$437K	Buy	3,724 +2	+0.1%	+$244	0.24%	39
2025 Q3	$461K	Buy	3,722 +2	+0.1%	+$243	0.27%	37
2025 Q2	$439K	Buy	3,720 +2	+0.1%	+$236	0.3%	34
2025 Q1	$442K	Buy	3,718 +2	+0.1%	+$228	0.37%	25
2024 Q4	$393K	Buy	3,716 +2	+0.1%	+$227	0.27%	31
2024 Q3	$409K	Buy	3,714 +2	+0.1%	+$223	0.28%	32
2024 Q2	$395K	Buy	3,712 +2	+0.1%	+$200	0.3%	31
2024 Q1	$354K	Buy	3,710 +155	+4%	+$14.7K	0.31%	32
2023 Q4	$345K	Buy	+3,555	New	+$323K	0.34%	31

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

Objectivity Squared's DUK Position: Q1 2026 in Review

Objectivity Squared increased its Duke Energy (DUK) stake by 0.05% in Q1 2026, buying an estimated $250 and bringing the position to 3,726 shares worth $488K. The position accounts for 0.31% of the portfolio, ranked #33.

Objectivity Squared first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Objectivity Squared held 3,726 shares of Duke Energy worth $488K as of Q1 2026.
Objectivity Squared bought 2 Duke Energy shares in Q1 2026, an estimated $250.
Duke Energy made up 0.31% of Objectivity Squared's portfolio in Q1 2026, its #33 holding.
Objectivity Squared first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Objectivity Squared's 13F filing for Q1 2026, filed 13 May 2026.