PIM
DUK icon

Plato Investment Management’s Duke Energy DUK Stock Holding History

Plato Investment 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 		$104K Buy
+795
New +$99.4K 0.01% 430
2025
Q4 		– Sell
-1,935
Closed -$238K – 523
2025
Q3 		$238K Hold
1,935
– – 0.02% 385
2025
Q2 		$227K Hold
1,935
– – 0.02% 396
2025
Q1 		$239K Hold
1,935
– – 0.02% 382
2024
Q4 		$209K Sell
1,935
-1,530
-44% -$173K 0.02% 406
2024
Q3 		$399K Buy
3,465
+397
+13% +$44.2K 0.03% 330
2024
Q2 		$308K Hold
3,068
– – 0.03% 302
2024
Q1 		$297K Hold
3,068
– – 0.03% 297
2023
Q4 		$298K Buy
+3,068
New +$279K 0.37% 72

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

Plato Investment Management's DUK Position: Q1 2026 in Review

Plato Investment Management opened a new position in Duke Energy (DUK) in Q1 2026: 795 shares worth $104K. The stake represents 0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Plato Investment Management previously reported a position in DUK as recently as Q3 2025.

Plato Investment Management first reported a position in DUK in Q4 2023 and has held it in 9 quarters since. The position peaked at $399K in Q3 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Plato Investment Management held 795 shares of Duke Energy worth $104K as of Q1 2026.
  • Duke Energy was a new Plato Investment Management position in Q1 2026.
  • Duke Energy made up 0.01% of Plato Investment Management's portfolio in Q1 2026, its #430 holding.
  • Plato Investment Management first reported a position in Duke Energy in Q4 2023 and has held it in 9 quarters since.
  • Plato Investment Management's Duke Energy position peaked at $399K in Q3 2024.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.