RIM
DUK icon

Rakuten Investment Management’s Duke Energy DUK Stock Holding History

Rakuten 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 		$15.2M Buy
115,413
+13,114
+13% +$1.64M 0.03% 117
2025
Q4 		$12M Buy
102,299
+86,113
+532% +$10.5M 0.04% 133
2025
Q3 		$2.7M Buy
+16,186
New +$1.96M 0.01% 361
2025
Q1 		$8.46M Buy
+70,830
New +$8.07M 0.04% 128
2024
Q3 		$5.07M Buy
43,740
+10,883
+33% +$1.21M 0.03% 112
2024
Q2 		$3.31M Buy
32,857
+12,127
+58% +$1.21M 0.02% 120
2024
Q1 		$2M Buy
20,730
+18,824
+988% +$1.79M 0.01% 128
2023
Q4 		$185K Buy
+1,906
New +$173K ﹤0.01% 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 $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

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

Rakuten Investment Management increased its Duke Energy (DUK) stake by 13% in Q1 2026, buying an estimated $1.64M and bringing the position to 115,413 shares worth $15.2M. The position accounts for 0.03% of the portfolio, ranked #117.

Rakuten Investment Management first reported a position in DUK in Q4 2023 and has held it in 8 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Rakuten Investment Management held 115,413 shares of Duke Energy worth $15.2M as of Q1 2026.
  • Rakuten Investment Management bought 13,114 Duke Energy shares in Q1 2026, an estimated $1.64M.
  • Duke Energy made up 0.03% of Rakuten Investment Management's portfolio in Q1 2026, its #117 holding.
  • Rakuten Investment Management first reported a position in Duke Energy in Q4 2023 and has held it in 8 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.