OAM
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Ostrum Asset Management’s Duke Energy DUK Stock Holding History

Ostrum Asset 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 		$676K Buy
5,163
+3,851
+294% +$481K 0.04% 276
2025
Q4 		$154K Sell
1,312
-435
-25% -$53.1K 0.01% 488
2025
Q3 		$216K Sell
1,747
-54
-3% -$6.55K 0.01% 485
2025
Q2 		$213K Sell
1,801
-52
-3% -$6.14K 0.01% 486
2025
Q1 		$226K Sell
1,853
-49
-3% -$5.58K 0.01% 491
2024
Q4 		$205K Sell
1,902
-80
-4% -$9.06K 0.02% 505
2024
Q3 		$229K Buy
1,982
+25
+1% +$2.78K 0.02% 476
2024
Q2 		$196K Sell
1,957
-153
-7% -$15.3K 0.02% 498
2024
Q1 		$204K Hold
2,110
– – 0.02% 536
2023
Q4 		$205K Buy
2,110
+9
+0.4% +$819 0.02% 520
2023
Q3 		$185K Sell
2,101
-15
-0.7% -$1.38K 0.02% 551
2023
Q2 		$190K Buy
2,116
+1
+0% +$94 0.02% 533
2023
Q1 		$204K Buy
+2,115
New +$209K 0.02% 526

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ostrum Asset Management's DUK Position: Q1 2026 in Review

Ostrum Asset Management increased its Duke Energy (DUK) stake by 294% in Q1 2026, buying an estimated $481K and bringing the position to 5,163 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #276.

Ostrum Asset Management first reported a position in DUK in Q1 2023 and has held it in 13 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Ostrum Asset Management held 5,163 shares of Duke Energy worth $676K as of Q1 2026.
  • Ostrum Asset Management bought 3,851 Duke Energy shares in Q1 2026, an estimated $481K.
  • Duke Energy made up 0.04% of Ostrum Asset Management's portfolio in Q1 2026, its #276 holding.
  • Ostrum Asset Management first reported a position in Duke Energy in Q1 2023 and has held it in 13 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.