Roble Belko & Company’s Duke Energy DUK Stock Holding History

Roble Belko & Company’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	$286K	Hold	2,182	–	–	0.04%	107
2025 Q4	$256K	Hold	2,182	–	–	0.03%	110
2025 Q3	$270K	Hold	2,182	–	–	0.04%	93
2025 Q2	$257K	Hold	2,182	–	–	0.04%	98
2025 Q1	$266K	Hold	2,182	–	–	0.04%	95
2024 Q4	$235K	Hold	2,182	–	–	0.04%	97
2024 Q3	$252K	Hold	2,182	–	–	0.04%	94
2024 Q2	$219K	Hold	2,182	–	–	0.04%	101
2024 Q1	$211K	Hold	2,182	–	–	0.04%	98
2023 Q4	$212K	Sell	2,182 -2,182	-50%	-$198K	0.04%	89
2023 Q3	$385K	Hold	4,364	–	–	0.08%	66
2023 Q2	$392K	Hold	4,364	–	–	0.08%	64
2023 Q1	$421K	Hold	4,364	–	–	0.09%	65
2022 Q4	$449K	Hold	4,364	–	–	0.1%	69
2022 Q3	$406K	Hold	4,364	–	–	0.1%	68
2022 Q2	$468K	Sell	4,364 -55	-1%	-$6.05K	0.11%	61
2022 Q1	$493K	Hold	4,419	–	–	0.09%	63
2021 Q4	$464K	Buy	4,419 +55	+1%	+$5.58K	0.09%	62
2021 Q3	$426K	Hold	4,364	–	–	0.09%	57
2021 Q2	$431K	Hold	4,364	–	–	0.1%	58
2021 Q1	$421K	Hold	4,364	–	–	0.1%	56
2020 Q4	$400K	Hold	4,364	–	–	0.1%	59
2020 Q3	$386K	Hold	4,364	–	–	0.11%	56
2020 Q2	$349K	Hold	4,364	–	–	0.1%	58
2020 Q1	$353K	Hold	4,364	–	–	0.11%	60
2019 Q4	$398K	Hold	4,364	–	–	0.11%	59
2019 Q3	$418K	Hold	4,364	–	–	0.12%	53
2019 Q2	$385K	Buy	+4,364	New	+$386K	0.12%	54

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

Roble Belko & Company's DUK Position: Q1 2026 in Review

Roble Belko & Company held its Duke Energy (DUK) position steady in Q1 2026 at 2,182 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #107.

Roble Belko & Company first reported a position in DUK in Q2 2019 and has held it in 28 quarters since. The position peaked at $493K in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Roble Belko & Company held 2,182 shares of Duke Energy worth $286K as of Q1 2026.
Roble Belko & Company left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.04% of Roble Belko & Company's portfolio in Q1 2026, its #107 holding.
Roble Belko & Company first reported a position in Duke Energy in Q2 2019 and has held it in 28 quarters since.
Roble Belko & Company's Duke Energy position peaked at $493K in Q1 2022.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.