Saxon Interests’s Duke Energy DUK Stock Holding History

Saxon Interests’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	$223K	Sell	1,702 -62	-4%	-$7.75K	0.08%	211
2025 Q4	$207K	Buy	+1,764	New	+$215K	0.07%	199
2025 Q3	–	Sell	-1,664	Closed	-$203K	–	212
2025 Q2	$203K	Hold	1,664	–	–	0.1%	173
2025 Q1	$203K	Buy	+1,664	New	+$190K	0.1%	173

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

Saxon Interests's DUK Position: Q1 2026 in Review

Saxon Interests reduced its Duke Energy (DUK) stake by 3.5% in Q1 2026, selling an estimated $7.75K and leaving 1,702 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #211.

Saxon Interests first reported a position in DUK in Q1 2025 and has held it in 4 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Saxon Interests held 1,702 shares of Duke Energy worth $223K as of Q1 2026.
Saxon Interests sold 62 Duke Energy shares in Q1 2026, an estimated $7.75K.
Duke Energy made up 0.08% of Saxon Interests's portfolio in Q1 2026, its #211 holding.
Saxon Interests first reported a position in Duke Energy in Q1 2025 and has held it in 4 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.