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Quotient Wealth Partners’s Duke Energy DUK Stock Holding History

Quotient Wealth Partners’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 		$507K Sell
3,873
-193
-5% -$24.1K 0.01% 193
2025
Q4 		$477K Buy
4,066
+235
+6% +$28.7K 0.01% 202
2025
Q3 		$474K Buy
3,831
+336
+10% +$40.8K 0.01% 201
2025
Q2 		$412K Buy
3,495
+178
+5% +$21K 0.01% 214
2025
Q1 		$405K Buy
3,317
+221
+7% +$25.2K 0.01% 213
2024
Q4 		$334K Buy
3,096
+266
+9% +$30.1K 0.01% 227
2024
Q3 		$326K Buy
2,830
+18
+0.6% +$2K 0.01% 235
2024
Q2 		$282K Buy
2,812
+344
+14% +$34.4K 0.01% 256
2024
Q1 		$239K Buy
+2,468
New +$234K 0.01% 270

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

Quotient Wealth Partners's DUK Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Duke Energy (DUK) stake by 4.7% in Q1 2026, selling an estimated $24.1K and leaving 3,873 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #193.

Quotient Wealth Partners first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Quotient Wealth Partners held 3,873 shares of Duke Energy worth $507K as of Q1 2026.
  • Quotient Wealth Partners sold 193 Duke Energy shares in Q1 2026, an estimated $24.1K.
  • Duke Energy made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #193 holding.
  • Quotient Wealth Partners first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.