Robertson Stephens Wealth Management’s Duke Energy DUK Stock Holding History

Robertson Stephens 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	$295K	Buy	2,254 +126	+6%	+$15.8K	0.01%	519
2025 Q4	$249K	Buy	2,128 +322	+18%	+$39.3K	0.01%	553
2025 Q3	$224K	Sell	1,806 -1,054	-37%	-$128K	0.01%	497
2025 Q2	$337K	Buy	2,860 +130	+5%	+$15.3K	0.01%	435
2025 Q1	$333K	Sell	2,730 -166	-6%	-$18.9K	0.01%	436
2024 Q4	$312K	Buy	2,896 +46	+2%	+$5.21K	0.01%	459
2024 Q3	$329K	Sell	2,850 -210	-7%	-$23.4K	0.01%	510
2024 Q2	$307K	Buy	3,060 +29	+1%	+$2.9K	0.02%	407
2024 Q1	$293K	Buy	3,031 +48	+2%	+$4.55K	0.02%	425
2023 Q4	$289K	Sell	2,983 -135	-4%	-$12.3K	0.02%	387
2023 Q3	$275K	Buy	+3,118	New	+$286K	0.02%	391
2023 Q2	–	Sell	-2,161	Closed	-$208K	–	432
2023 Q1	$208K	Buy	+2,161	New	+$213K	0.02%	419
2020 Q2	–	Sell	-3,732	Closed	-$302K	–	196
2020 Q1	$302K	Buy	+3,732	New	+$343K	0.1%	137

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Robertson Stephens Wealth Management's DUK Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Duke Energy (DUK) stake by 5.9% in Q1 2026, buying an estimated $15.8K and bringing the position to 2,254 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #519.

Robertson Stephens Wealth Management first reported a position in DUK in Q1 2020 and has held it in 13 quarters since. The position peaked at $337K in Q2 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Robertson Stephens Wealth Management held 2,254 shares of Duke Energy worth $295K as of Q1 2026.
Robertson Stephens Wealth Management bought 126 Duke Energy shares in Q1 2026, an estimated $15.8K.
Duke Energy made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #519 holding.
Robertson Stephens Wealth Management first reported a position in Duke Energy in Q1 2020 and has held it in 13 quarters since.
Robertson Stephens Wealth Management's Duke Energy position peaked at $337K in Q2 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.