Ogorek Anthony Joseph’s Duke Energy DUK Stock Holding History

Ogorek Anthony Joseph’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	$6K	Buy	52 +7	+16%	+$875	﹤0.01%	459
2025 Q4	$5K	Sell	45 -47	-51%	-$5.74K	﹤0.01%	477
2025 Q3	$11K	Buy	92 +3	+3%	+$364	﹤0.01%	377
2025 Q2	$10K	Hold	89	–	–	﹤0.01%	378
2025 Q1	$10K	Buy	+89	New	+$10.1K	﹤0.01%	359
2016 Q3	–	Sell	-178	Closed	-$15K	–	69
2016 Q2	$15K	Buy	+178	New	+$14.2K	0.01%	50

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

Ogorek Anthony Joseph's DUK Position: Q1 2026 in Review

Ogorek Anthony Joseph increased its Duke Energy (DUK) stake by 16% in Q1 2026, buying an estimated $875 and bringing the position to 52 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Ogorek Anthony Joseph first reported a position in DUK in Q2 2016 and has held it in 6 quarters since. The position peaked at $15K in Q2 2016. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Ogorek Anthony Joseph held 52 shares of Duke Energy worth $6K as of Q1 2026.
Ogorek Anthony Joseph bought 7 Duke Energy shares in Q1 2026, an estimated $875.
Duke Energy made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #459 holding.
Ogorek Anthony Joseph first reported a position in Duke Energy in Q2 2016 and has held it in 6 quarters since.
Ogorek Anthony Joseph's Duke Energy position peaked at $15K in Q2 2016.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.