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Silver Oak Securities’s Duke Energy DUK Stock Holding History

Silver Oak Securities’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 		$1.86M Sell
14,230
-899
-6% -$112K 0.14% 157
2025
Q4 		$1.78M Buy
15,129
+680
+5% +$83K 0.12% 172
2025
Q3 		$1.79M Buy
14,449
+1,922
+15% +$233K 0.13% 160
2025
Q2 		$1.48M Sell
12,527
-102
-0.8% -$12K 0.12% 179
2025
Q1 		$1.51M Buy
12,629
+735
+6% +$83.8K 0.14% 160
2024
Q4 		$1.28M Sell
11,894
-215
-2% -$24.4K 0.12% 176
2024
Q3 		$1.4M Sell
12,109
-1,150
-9% -$128K 0.15% 154
2024
Q2 		$1.33M Sell
13,259
-1,078
-8% -$108K 0.2% 107
2024
Q1 		$1.39M Buy
14,337
+461
+3% +$43.7K 0.21% 108
2023
Q4 		$1.35M Buy
13,876
+2,311
+20% +$210K 0.18% 130
2023
Q3 		$1.02M Sell
11,565
-56
-0.5% -$5.13K 0.22% 79
2023
Q2 		$1.04M Buy
11,621
+2,569
+28% +$242K 0.17% 125
2023
Q1 		$873K Buy
9,052
+649
+8% +$64.1K 0.14% 129
2022
Q4 		$865K Sell
8,403
-3,162
-27% -$304K 0.16% 106
2022
Q3 		$1.02M Buy
11,565
+3,946
+52% +$424K 0.22% 79
2022
Q2 		$804K Buy
7,619
+2,346
+44% +$258K 0.18% 96
2022
Q1 		$606K Buy
+5,273
New +$548K 0.12% 149

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

Silver Oak Securities's DUK Position: Q1 2026 in Review

Silver Oak Securities reduced its Duke Energy (DUK) stake by 5.9% in Q1 2026, selling an estimated $112K and leaving 14,230 shares worth $1.86M. The position accounts for 0.14% of the portfolio, ranked #157.

Silver Oak Securities first reported a position in DUK in Q1 2022 and has held it in 17 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Silver Oak Securities held 14,230 shares of Duke Energy worth $1.86M as of Q1 2026.
  • Silver Oak Securities sold 899 Duke Energy shares in Q1 2026, an estimated $112K.
  • Duke Energy made up 0.14% of Silver Oak Securities's portfolio in Q1 2026, its #157 holding.
  • Silver Oak Securities first reported a position in Duke Energy in Q1 2022 and has held it in 17 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.