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Principal Securities’s Duke Energy DUK Stock Holding History

Principal Securities’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 		$7.39M Buy
56,461
+1,520
+3% +$190K 0.11% 174
2025
Q4 		$6.44M Buy
54,941
+4,112
+8% +$502K 0.1% 193
2025
Q3 		$6.29M Buy
50,829
+5,990
+13% +$727K 0.1% 187
2025
Q2 		$5.29M Buy
44,839
+4,707
+12% +$555K 0.1% 195
2025
Q1 		$4.32M Buy
40,132
+82
+0.2% +$9.35K 0.1% 207
2024
Q4 		$4.32M Buy
40,050
+5,258
+15% +$596K 0.1% 205
2024
Q3 		$4.01M Buy
34,792
+3,208
+10% +$357K 0.1% 198
2024
Q2 		$3.17M Buy
31,584
+1,759
+6% +$176K 0.09% 217
2024
Q1 		$2.88M Buy
29,825
+3,395
+13% +$322K 0.09% 208
2023
Q4 		$2.56M Buy
+26,430
New +$2.4M 0.1% 206

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

Principal Securities's DUK Position: Q1 2026 in Review

Principal Securities increased its Duke Energy (DUK) stake by 2.8% in Q1 2026, buying an estimated $190K and bringing the position to 56,461 shares worth $7.39M. The position accounts for 0.11% of the portfolio, ranked #174.

Principal Securities first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Principal Securities held 56,461 shares of Duke Energy worth $7.39M as of Q1 2026.
  • Principal Securities bought 1,520 Duke Energy shares in Q1 2026, an estimated $190K.
  • Duke Energy made up 0.11% of Principal Securities's portfolio in Q1 2026, its #174 holding.
  • Principal Securities first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.