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Purpose Unlimited Inc’s Duke Energy DUK Stock Holding History

Purpose Unlimited Inc’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 		$155K Sell
1,186
-30
-2% -$3.75K 0.01% 262
2025
Q4 		$143K Buy
+1,216
New +$148K 0.01% 199

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

Purpose Unlimited Inc's DUK Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its Duke Energy (DUK) stake by 2.5% in Q1 2026, selling an estimated $3.75K and leaving 1,186 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #262.

Purpose Unlimited Inc first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,476 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Purpose Unlimited Inc held 1,186 shares of Duke Energy worth $155K as of Q1 2026.
  • Purpose Unlimited Inc sold 30 Duke Energy shares in Q1 2026, an estimated $3.75K.
  • Duke Energy made up 0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #262 holding.
  • Purpose Unlimited Inc first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • 2,476 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.