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Penserra Capital Management’s Duke Energy DUK Stock Holding History

Penserra 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
2024
Q2 		– Sell
-1,100
Closed -$11K – 1279
2024
Q1 		$11K Buy
+1,100
New +$104K ﹤0.01% 927
2023
Q1 		– Sell
-6,000
Closed -$6K – 1145
2022
Q4 		$6K Buy
+6,000
New +$576K ﹤0.01% 1001
2022
Q3 		– Sell
-3,500
Closed -$2K – 1037
2022
Q2 		$2K Buy
+3,500
New +$385K ﹤0.01% 1368

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

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

Penserra Capital Management held its Duke Energy (DUK) position steady in Q1 2026 at 66 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Penserra Capital Management first reported a position in DUK in Q3 2018 and has held it in 31 quarters since. The position peaked at $86M in Q3 2023. 2,475 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Penserra Capital Management held 66 shares of Duke Energy worth $8K as of Q1 2026.
  • Penserra Capital Management left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up ﹤0.01% of Penserra Capital Management's portfolio in Q1 2026, its #887 holding.
  • Penserra Capital Management first reported a position in Duke Energy in Q3 2018 and has held it in 31 quarters since.
  • Penserra Capital Management's Duke Energy position peaked at $86M in Q3 2023.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.