Osbon Capital Management’s Duke Energy DUK Stock Holding History

Osbon 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	$2.1K	Hold	16	–	–	﹤0.01%	426
2025 Q4	$1.88K	Buy	+16	New	+$1.95K	﹤0.01%	309

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

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

Osbon Capital Management held its Duke Energy (DUK) position steady in Q1 2026 at 16 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Osbon Capital Management first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Osbon Capital Management held 16 shares of Duke Energy worth $2.1K as of Q1 2026.
Osbon Capital Management left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #426 holding.
Osbon Capital Management first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.