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Safe Harbor Fiduciary’s Duke Energy DUK Stock Holding History

Safe Harbor Fiduciary’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 		$1.65M Buy
12,629
+183
+1% +$22.9K 1.57% 24
2025
Q4 		$1.46M Buy
+12,446
New +$1.52M 1.29% 29
2025
Q2 		$79.4K Sell
673
-845
-56% -$99.7K 0.07% 100
2025
Q1 		$185K Hold
1,518
– – 0.19% 72
2024
Q4 		$164K Hold
1,518
– – 0.17% 71
2024
Q3 		$175K Buy
+1,518
New +$169K 0.16% 71

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

Safe Harbor Fiduciary's DUK Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its Duke Energy (DUK) stake by 1.5% in Q1 2026, buying an estimated $22.9K and bringing the position to 12,629 shares worth $1.65M. The position accounts for 1.57% of the portfolio, ranked #24.

Safe Harbor Fiduciary first reported a position in DUK in Q3 2024 and has held it in 6 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Safe Harbor Fiduciary held 12,629 shares of Duke Energy worth $1.65M as of Q1 2026.
  • Safe Harbor Fiduciary bought 183 Duke Energy shares in Q1 2026, an estimated $22.9K.
  • Duke Energy made up 1.57% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #24 holding.
  • Safe Harbor Fiduciary first reported a position in Duke Energy in Q3 2024 and has held it in 6 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.