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Regatta Capital Group’s Duke Energy DUK Stock Holding History

Regatta Capital Group’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 		$231K Buy
1,767
+10
+0.6% +$1.25K 0.04% 192
2025
Q4 		$206K Sell
1,757
-98
-5% -$12K 0.03% 201
2025
Q3 		$230K Hold
1,855
– – 0.04% 199
2025
Q2 		$219K Buy
1,855
+187
+11% +$22.1K 0.04% 199
2025
Q1 		$203K Buy
+1,668
New +$190K 0.04% 182

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

Regatta Capital Group's DUK Position: Q1 2026 in Review

Regatta Capital Group increased its Duke Energy (DUK) stake by 0.57% in Q1 2026, buying an estimated $1.25K and bringing the position to 1,767 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #192.

Regatta Capital Group first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Regatta Capital Group held 1,767 shares of Duke Energy worth $231K as of Q1 2026.
  • Regatta Capital Group bought 10 Duke Energy shares in Q1 2026, an estimated $1.25K.
  • Duke Energy made up 0.04% of Regatta Capital Group's portfolio in Q1 2026, its #192 holding.
  • Regatta Capital Group first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.