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Ross\Johnson & Associates’s Duke Energy DUK Stock Holding History

Ross\Johnson & Associates’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 		– Sell
-1
Closed -$117 – 255
2025
Q4 		$117 Buy
+1
New +$122 ﹤0.01% 290
2025
Q2 		– Sell
-15
Closed -$1.83K – 244
2025
Q1 		$1.83K Buy
+15
New +$1.71K 0.03% 175

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

Ross\Johnson & Associates's DUK Position: Q1 2026 in Review

Ross\Johnson & Associates sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 1 share — an estimated $117 sold.

Ross\Johnson & Associates first reported a position in DUK in Q1 2025 and held it in 2 quarters. The position peaked at $1.83K in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Ross\Johnson & Associates reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Ross\Johnson & Associates sold 1 Duke Energy share in Q1 2026, an estimated $117.
  • Ross\Johnson & Associates first reported a position in Duke Energy in Q1 2025 and held it in 2 quarters.
  • Ross\Johnson & Associates's Duke Energy position peaked at $1.83K in Q1 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.