OneAscent Family Office’s Duke Energy DUK Stock Holding History

OneAscent Family Office’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	$291K	Buy	+2,219	New	+$277K	0.2%	121

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

OneAscent Family Office's DUK Position: Q1 2026 in Review

OneAscent Family Office opened a new position in Duke Energy (DUK) in Q1 2026: 2,219 shares worth $291K. The stake represents 0.2% of the portfolio and ranks #121 among its holdings.

2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

OneAscent Family Office held 2,219 shares of Duke Energy worth $291K as of Q1 2026.
Duke Energy was a new OneAscent Family Office position in Q1 2026.
Duke Energy made up 0.2% of OneAscent Family Office's portfolio in Q1 2026, its #121 holding.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.