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Palisade Capital Management’s Duke Energy DUK Stock Holding History

Palisade 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 		$704K Buy
5,379
+2,493
+86% +$312K 0.02% 253
2025
Q4 		$338K Buy
+2,886
New +$352K 0.01% 348
2013
Q4 		– Sell
-33,990
Closed -$2.27M – 441
2013
Q3 		$2.27M Sell
33,990
-25,151
-43% -$1.72M 0.06% 308
2013
Q2 		$3.99M Buy
+59,141
New +$4.18M 0.11% 256

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

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

Palisade Capital Management increased its Duke Energy (DUK) stake by 86% in Q1 2026, buying an estimated $312K and bringing the position to 5,379 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #253.

Palisade Capital Management first reported a position in DUK in Q2 2013 and has held it in 4 quarters since. The position peaked at $3.99M in Q2 2013. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Palisade Capital Management held 5,379 shares of Duke Energy worth $704K as of Q1 2026.
  • Palisade Capital Management bought 2,493 Duke Energy shares in Q1 2026, an estimated $312K.
  • Duke Energy made up 0.02% of Palisade Capital Management's portfolio in Q1 2026, its #253 holding.
  • Palisade Capital Management first reported a position in Duke Energy in Q2 2013 and has held it in 4 quarters since.
  • Palisade Capital Management's Duke Energy position peaked at $3.99M in Q2 2013.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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