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Richardson Financial Services’s Duke Energy DUK Stock Holding History

Richardson Financial Services’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 		$380K Sell
2,902
-14
-0.5% -$1.75K 0.24% 107
2025
Q4 		$331K Buy
2,916
+34
+1% +$4.15K 0.11% 118
2025
Q3 		$357K Buy
2,882
+279
+11% +$33.9K 0.22% 105
2025
Q2 		$309K Sell
2,603
-20
-0.8% -$2.36K 0.21% 120
2025
Q1 		$320K Buy
2,623
+38
+1% +$4.33K 0.24% 112
2024
Q4 		$278K Sell
2,585
-83
-3% -$9.4K 0.2% 116
2024
Q3 		$269K Buy
2,668
+100
+4% +$11.1K 0.17% 122
2024
Q2 		$257K Sell
2,568
-469
-15% -$46.9K 0.19% 118
2024
Q1 		$294K Buy
3,037
+243
+9% +$23.1K 0.21% 111
2023
Q4 		$271K Buy
+2,794
New +$254K 0.24% 102

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

Richardson Financial Services's DUK Position: Q1 2026 in Review

Richardson Financial Services reduced its Duke Energy (DUK) stake by 0.48% in Q1 2026, selling an estimated $1.75K and leaving 2,902 shares worth $380K. The position accounts for 0.24% of the portfolio, ranked #107.

Richardson Financial Services first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Richardson Financial Services held 2,902 shares of Duke Energy worth $380K as of Q1 2026.
  • Richardson Financial Services sold 14 Duke Energy shares in Q1 2026, an estimated $1.75K.
  • Duke Energy made up 0.24% of Richardson Financial Services's portfolio in Q1 2026, its #107 holding.
  • Richardson Financial Services first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.