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Patrick M. Sweeney & Associates’s Duke Energy DUK Stock Holding History

Patrick M. Sweeney & Associates’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 		$274K Buy
2,091
+1
+0% +$125 0.18% 134
2025
Q4 		$245K Hold
2,090
– – 0.15% 146
2025
Q3 		$259K Buy
2,090
+161
+8% +$19.5K 0.17% 135
2025
Q2 		$226K Sell
1,929
-10
-0.5% -$1.18K 0.16% 147
2025
Q1 		$236K Buy
1,939
+1
+0.1% +$114 0.18% 137
2024
Q4 		$209K Buy
1,938
+111
+6% +$12.6K 0.16% 145
2024
Q3 		$211K Buy
+1,827
New +$203K 0.15% 146

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

Patrick M. Sweeney & Associates's DUK Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Duke Energy (DUK) stake by 0.05% in Q1 2026, buying an estimated $125 and bringing the position to 2,091 shares worth $274K. The position accounts for 0.18% of the portfolio, ranked #134.

Patrick M. Sweeney & Associates first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Patrick M. Sweeney & Associates held 2,091 shares of Duke Energy worth $274K as of Q1 2026.
  • Patrick M. Sweeney & Associates bought 1 Duke Energy share in Q1 2026, an estimated $125.
  • Duke Energy made up 0.18% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #134 holding.
  • Patrick M. Sweeney & Associates first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.