OF
DUK icon

Outfitter Financial’s Duke Energy DUK Stock Holding History

Outfitter 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 		$1.47M Sell
11,190
-25
-0.2% -$3.13K 1.13% 34
2025
Q4 		$1.31M Buy
11,215
+140
+1% +$17.1K 1.03% 36
2025
Q3 		$1.37M Buy
11,075
+75
+0.7% +$9.1K 1.11% 35
2025
Q2 		$1.3M Buy
11,000
+1,560
+17% +$184K 1.11% 35
2025
Q1 		$1.15M Sell
9,440
-185
-2% -$21.1K 1.04% 38
2024
Q4 		$1.04M Buy
9,625
+375
+4% +$42.5K 0.83% 43
2024
Q3 		$1.07M Sell
9,250
-250
-3% -$27.8K 0.88% 45
2024
Q2 		$952K Buy
9,500
+535
+6% +$53.5K 0.79% 44
2024
Q1 		$867K Buy
+8,965
New +$851K 0.71% 50
2022
Q1 		– Sell
-600
Closed -$63K – 127
2021
Q4 		$63K Buy
+600
New +$60.8K 0.05% 113

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

Outfitter Financial's DUK Position: Q1 2026 in Review

Outfitter Financial reduced its Duke Energy (DUK) stake by 0.22% in Q1 2026, selling an estimated $3.13K and leaving 11,190 shares worth $1.47M. The position accounts for 1.13% of the portfolio, ranked #34.

Outfitter Financial first reported a position in DUK in Q4 2021 and has held it in 10 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Outfitter Financial held 11,190 shares of Duke Energy worth $1.47M as of Q1 2026.
  • Outfitter Financial sold 25 Duke Energy shares in Q1 2026, an estimated $3.13K.
  • Duke Energy made up 1.13% of Outfitter Financial's portfolio in Q1 2026, its #34 holding.
  • Outfitter Financial first reported a position in Duke Energy in Q4 2021 and has held it in 10 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Outfitter Financial's 13F filing for Q1 2026, filed 21 Apr 2026.