Royal Capital Wealth Management’s Duke Energy DUK Stock Holding History

Royal Capital 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	$316K	Hold	2,416	–	–	0.2%	69
2025 Q4	$283K	Sell	2,416 -152	-6%	-$18.6K	0.17%	74
2025 Q3	$318K	Hold	2,568	–	–	0.19%	67
2025 Q2	$303K	Sell	2,568 -50	-2%	-$5.9K	0.2%	66
2025 Q1	$319K	Hold	2,618	–	–	0.22%	61
2024 Q4	$282K	Buy	2,618 +202	+8%	+$22.9K	0.2%	62
2024 Q3	$279K	Hold	2,416	–	–	0.2%	66
2024 Q2	$242K	Hold	2,416	–	–	0.18%	75
2024 Q1	$234K	Hold	2,416	–	–	0.18%	82
2023 Q4	$234K	Hold	2,416	–	–	0.2%	80
2023 Q3	$213K	Hold	2,416	–	–	0.2%	82
2023 Q2	$217K	Hold	2,416	–	–	0.2%	84
2023 Q1	$233K	Hold	2,416	–	–	0.23%	83
2022 Q4	$249K	Hold	2,416	–	–	0.26%	78
2022 Q3	$225K	Hold	2,416	–	–	0.26%	81
2022 Q2	$259K	Hold	2,416	–	–	0.28%	74
2022 Q1	$270K	Hold	2,416	–	–	0.26%	83
2021 Q4	$253K	Buy	+2,416	New	+$245K	0.25%	86

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

Royal Capital Wealth Management's DUK Position: Q1 2026 in Review

Royal Capital Wealth Management held its Duke Energy (DUK) position steady in Q1 2026 at 2,416 shares worth $316K. The position accounts for 0.2% of the portfolio, ranked #69.

Royal Capital Wealth Management first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $319K in Q1 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Royal Capital Wealth Management held 2,416 shares of Duke Energy worth $316K as of Q1 2026.
Royal Capital Wealth Management left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.2% of Royal Capital Wealth Management's portfolio in Q1 2026, its #69 holding.
Royal Capital Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
Royal Capital Wealth Management's Duke Energy position peaked at $319K in Q1 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.