Optima Capital’s Duke Energy DUK Stock Holding History

Optima Capital’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	–	Sell	-149	Closed	-$17.5K	–	474
2025 Q4	$17.5K	Buy	+149	New	+$18.2K	0.01%	447

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

Optima Capital's DUK Position: Q1 2026 in Review

Optima Capital sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 149 shares — an estimated $17.5K sold.

Optima Capital first reported a position in DUK in Q4 2025 and held it in 1 quarter. The position peaked at $17.5K in Q4 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Optima Capital reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 149 Duke Energy shares in Q1 2026, an estimated $17.5K.
Optima Capital first reported a position in Duke Energy in Q4 2025 and held it in 1 quarter.
Optima Capital's Duke Energy position peaked at $17.5K in Q4 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.