One Capital Management’s Duke Energy DUK Stock Holding History

One Capital Management’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	$590K	Buy	4,506 +345	+8%	+$43.1K	0.02%	361
2025 Q4	$488K	Buy	4,161 +150	+4%	+$18.3K	0.01%	387
2025 Q3	$496K	Hold	4,011	–	–	0.02%	363
2025 Q2	$473K	Buy	4,011 +7	+0.2%	+$826	0.02%	371
2025 Q1	$488K	Sell	4,004 -6	-0.1%	-$684	0.02%	300
2024 Q4	$432K	Buy	4,010 +4	+0.1%	+$453	0.01%	289
2024 Q3	$462K	Sell	4,006 -243	-6%	-$27K	0.01%	286
2024 Q2	$426K	Buy	+4,249	New	+$425K	0.01%	300
2023 Q2	–	Sell	-2,105	Closed	-$203K	–	287
2023 Q1	$203K	Buy	+2,105	New	+$208K	0.01%	309
2014 Q4	–	Sell	-939	Closed	-$70K	–	232
2014 Q3	$70K	Buy	+939	New	+$68.5K	0.03%	199

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

One Capital Management's DUK Position: Q1 2026 in Review

One Capital Management increased its Duke Energy (DUK) stake by 8.3% in Q1 2026, buying an estimated $43.1K and bringing the position to 4,506 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #361.

One Capital Management first reported a position in DUK in Q3 2014 and has held it in 10 quarters since. 2,463 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

One Capital Management held 4,506 shares of Duke Energy worth $590K as of Q1 2026.
One Capital Management bought 345 Duke Energy shares in Q1 2026, an estimated $43.1K.
Duke Energy made up 0.02% of One Capital Management's portfolio in Q1 2026, its #361 holding.
One Capital Management first reported a position in Duke Energy in Q3 2014 and has held it in 10 quarters since.
2,463 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.