QIM
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Quest Investment Management’s Duke Energy DUK Stock Holding History

Quest 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 		$281K Buy
2,146
+10
+0.5% +$1.25K 0.03% 108
2025
Q4 		$250K Sell
2,136
-538
-20% -$65.7K 0.03% 117
2025
Q3 		$331K Buy
2,674
+11
+0.4% +$1.33K 0.03% 112
2025
Q2 		$314K Buy
+2,663
New +$314K 0.03% 112

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

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

Quest Investment Management increased its Duke Energy (DUK) stake by 0.47% in Q1 2026, buying an estimated $1.25K and bringing the position to 2,146 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #108.

Quest Investment Management first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. The position peaked at $331K in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Quest Investment Management held 2,146 shares of Duke Energy worth $281K as of Q1 2026.
  • Quest Investment Management bought 10 Duke Energy shares in Q1 2026, an estimated $1.25K.
  • Duke Energy made up 0.03% of Quest Investment Management's portfolio in Q1 2026, its #108 holding.
  • Quest Investment Management first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
  • Quest Investment Management's Duke Energy position peaked at $331K in Q3 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.