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Oxbow Advisors’s Duke Energy DUK Stock Holding History

Oxbow Advisors’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 		$356K Buy
2,717
+68
+3% +$8.5K 0.03% 193
2025
Q4 		$310K Hold
2,649
– – 0.03% 209
2025
Q3 		$328K Hold
2,649
– – 0.03% 187
2025
Q2 		$313K Hold
2,649
– – 0.03% 165
2025
Q1 		$323K Buy
+2,649
New +$302K 0.03% 164

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

Oxbow Advisors's DUK Position: Q1 2026 in Review

Oxbow Advisors increased its Duke Energy (DUK) stake by 2.6% in Q1 2026, buying an estimated $8.5K and bringing the position to 2,717 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #193.

Oxbow Advisors first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Oxbow Advisors held 2,717 shares of Duke Energy worth $356K as of Q1 2026.
  • Oxbow Advisors bought 68 Duke Energy shares in Q1 2026, an estimated $8.5K.
  • Duke Energy made up 0.03% of Oxbow Advisors's portfolio in Q1 2026, its #193 holding.
  • Oxbow Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.