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Root Financial Partners’s Duke Energy DUK Stock Holding History

Root Financial Partners’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 		$164K Buy
1,256
+624
+99% +$78K 0.01% 383
2025
Q4 		$74.1K Buy
632
+94
+17% +$11.5K ﹤0.01% 576
2025
Q3 		$66.6K Buy
+538
New +$65.3K ﹤0.01% 573

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

Root Financial Partners's DUK Position: Q1 2026 in Review

Root Financial Partners increased its Duke Energy (DUK) stake by 99% in Q1 2026, buying an estimated $78K and bringing the position to 1,256 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #383.

Root Financial Partners first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Root Financial Partners held 1,256 shares of Duke Energy worth $164K as of Q1 2026.
  • Root Financial Partners bought 624 Duke Energy shares in Q1 2026, an estimated $78K.
  • Duke Energy made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #383 holding.
  • Root Financial Partners first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.