OF
DUK icon

Optimize Financial’s Duke Energy DUK Stock Holding History

Optimize Financial’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
-2,120
Closed -$248K – 354
2025
Q4 		$248K Buy
2,120
+28
+1% +$3.42K 0.13% 303
2025
Q3 		$259K Sell
2,092
-77
-4% -$9.34K 0.13% 311
2025
Q2 		$256K Sell
2,169
-14
-0.6% -$1.65K 0.16% 178
2025
Q1 		$266K Buy
+2,183
New +$249K 0.19% 149

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Optimize Financial's DUK Position: Q1 2026 in Review

Optimize Financial sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 2,120 shares — an estimated $248K sold.

Optimize Financial first reported a position in DUK in Q1 2025 and held it in 4 quarters. The position peaked at $266K in Q1 2025. 2,480 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Optimize Financial reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 2,120 Duke Energy shares in Q1 2026, an estimated $248K.
  • Optimize Financial first reported a position in Duke Energy in Q1 2025 and held it in 4 quarters.
  • Optimize Financial's Duke Energy position peaked at $266K in Q1 2025.
  • 2,480 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.