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Ramirez Asset Management’s Duke Energy DUK Stock Holding History

Ramirez Asset 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 		$18.9K Hold
144
– – ﹤0.01% 284
2025
Q4 		$16.9K Hold
144
– – ﹤0.01% 325
2025
Q3 		$17.8K Hold
144
– – ﹤0.01% 329
2025
Q2 		$17K Hold
144
– – ﹤0.01% 317
2025
Q1 		$17.6K Hold
144
– – ﹤0.01% 337
2024
Q4 		$15.5K Hold
144
– – ﹤0.01% 343
2024
Q3 		$16.6K Hold
144
– – ﹤0.01% 345
2024
Q2 		$14.4K Hold
144
– – ﹤0.01% 355
2024
Q1 		$13.9K Hold
144
– – ﹤0.01% 350
2023
Q4 		$14K Hold
144
– – ﹤0.01% 341
2023
Q3 		$12.7K Buy
+144
New +$13.2K ﹤0.01% 345

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

Ramirez Asset Management's DUK Position: Q1 2026 in Review

Ramirez Asset Management held its Duke Energy (DUK) position steady in Q1 2026 at 144 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Ramirez Asset Management first reported a position in DUK in Q3 2023 and has held it in 11 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Ramirez Asset Management held 144 shares of Duke Energy worth $18.9K as of Q1 2026.
  • Ramirez Asset Management left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up ﹤0.01% of Ramirez Asset Management's portfolio in Q1 2026, its #284 holding.
  • Ramirez Asset Management first reported a position in Duke Energy in Q3 2023 and has held it in 11 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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