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Pallas Capital Advisors’s Duke Energy DUK Stock Holding History

Pallas Capital 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 		$302K Sell
2,308
-75
-3% -$9.38K 0.01% 639
2025
Q4 		$279K Sell
2,383
-273
-10% -$33.3K 0.01% 709
2025
Q3 		$329K Buy
2,656
+67
+3% +$8.13K 0.01% 647
2025
Q2 		$305K Sell
2,589
-1,424
-35% -$168K 0.01% 645
2025
Q1 		$489K Buy
4,013
+557
+16% +$63.5K 0.02% 470
2024
Q4 		$372K Buy
3,456
+95
+3% +$10.8K 0.02% 434
2024
Q3 		$400K Sell
3,361
-87
-3% -$9.68K 0.02% 403
2024
Q2 		$369K Buy
3,448
+646
+23% +$64.6K 0.02% 372
2024
Q1 		$271K Buy
2,802
+351
+14% +$33.3K 0.01% 369
2023
Q4 		$238K Sell
2,451
-16
-0.6% -$1.46K 0.01% 337
2023
Q3 		$217K Buy
+2,467
New +$226K 0.01% 328

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

Pallas Capital Advisors's DUK Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Duke Energy (DUK) stake by 3.1% in Q1 2026, selling an estimated $9.38K and leaving 2,308 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #639.

Pallas Capital Advisors first reported a position in DUK in Q3 2023 and has held it in 11 quarters since. The position peaked at $489K in Q1 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Pallas Capital Advisors held 2,308 shares of Duke Energy worth $302K as of Q1 2026.
  • Pallas Capital Advisors sold 75 Duke Energy shares in Q1 2026, an estimated $9.38K.
  • Duke Energy made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #639 holding.
  • Pallas Capital Advisors first reported a position in Duke Energy in Q3 2023 and has held it in 11 quarters since.
  • Pallas Capital Advisors's Duke Energy position peaked at $489K in Q1 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.