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Ritholtz Wealth Management’s Duke Energy DUK Stock Holding History

Ritholtz Wealth 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 		$2.19M Buy
16,698
+1,119
+7% +$140K 0.04% 354
2025
Q4 		$1.83M Buy
15,579
+440
+3% +$53.7K 0.03% 372
2025
Q3 		$1.87M Buy
15,139
+2,736
+22% +$332K 0.04% 341
2025
Q2 		$1.46M Buy
12,403
+1,915
+18% +$226K 0.03% 370
2025
Q1 		$1.28M Buy
10,488
+3,280
+46% +$374K 0.04% 344
2024
Q4 		$777K Buy
7,208
+174
+2% +$19.7K 0.02% 444
2024
Q3 		$811K Buy
7,034
+1,597
+29% +$178K 0.02% 423
2024
Q2 		$545K Buy
5,437
+291
+6% +$29.1K 0.02% 490
2024
Q1 		$498K Buy
5,146
+766
+17% +$72.7K 0.02% 528
2023
Q4 		$425K Buy
4,380
+37
+0.9% +$3.37K 0.02% 529
2023
Q3 		$383K Buy
4,343
+325
+8% +$29.8K 0.02% 501
2023
Q2 		$361K Sell
4,018
-709
-15% -$66.9K 0.02% 500
2023
Q1 		$456K Sell
4,727
-260
-5% -$25.7K 0.02% 427
2022
Q4 		$514K Sell
4,987
-5,237
-51% -$503K 0.03% 357
2022
Q3 		$951K Buy
10,224
+4,799
+88% +$515K 0.05% 253
2022
Q2 		$582K Buy
5,425
+1,574
+41% +$173K 0.04% 282
2022
Q1 		$430K Buy
3,851
+773
+25% +$80.3K 0.03% 334
2021
Q4 		$323K Buy
3,078
+753
+32% +$76.3K 0.02% 395
2021
Q3 		$227K Buy
2,325
+145
+7% +$15K 0.02% 435
2021
Q2 		$215K Buy
+2,180
New +$219K 0.02% 436

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

Ritholtz Wealth Management's DUK Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Duke Energy (DUK) stake by 7.2% in Q1 2026, buying an estimated $140K and bringing the position to 16,698 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #354.

Ritholtz Wealth Management first reported a position in DUK in Q2 2021 and has held it in 20 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Ritholtz Wealth Management held 16,698 shares of Duke Energy worth $2.19M as of Q1 2026.
  • Ritholtz Wealth Management bought 1,119 Duke Energy shares in Q1 2026, an estimated $140K.
  • Duke Energy made up 0.04% of Ritholtz Wealth Management's portfolio in Q1 2026, its #354 holding.
  • Ritholtz Wealth Management first reported a position in Duke Energy in Q2 2021 and has held it in 20 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.