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Park Square Financial Group’s Duke Energy DUK Stock Holding History

Park Square Financial Group’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 		$14.4K Sell
110
-43
-28% -$5.38K 0.11% 58
2025
Q4 		$16.5K Sell
153
-83
-35% -$10.1K 0.1% 103
2025
Q3 		$29.2K Sell
236
-389
-62% -$47.2K 0.13% 60
2025
Q2 		$73.7K Buy
625
+14
+2% +$1.65K 0.05% 243
2025
Q1 		$74.5K Sell
611
-5
-0.8% -$570 0.06% 214
2024
Q4 		$66.3K Buy
+616
New +$69.8K 0.05% 233

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

Park Square Financial Group's DUK Position: Q1 2026 in Review

Park Square Financial Group reduced its Duke Energy (DUK) stake by 28% in Q1 2026, selling an estimated $5.38K and leaving 110 shares worth $14.4K. The position accounts for 0.11% of the portfolio, ranked #58.

Park Square Financial Group first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $74.5K in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Park Square Financial Group held 110 shares of Duke Energy worth $14.4K as of Q1 2026.
  • Park Square Financial Group sold 43 Duke Energy shares in Q1 2026, an estimated $5.38K.
  • Duke Energy made up 0.11% of Park Square Financial Group's portfolio in Q1 2026, its #58 holding.
  • Park Square Financial Group first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Duke Energy position peaked at $74.5K in Q1 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.