SW
DUK icon

SkyOak Wealth’s Duke Energy DUK Stock Holding History

SkyOak Wealth’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 		$216K Buy
+1,652
New +$207K 0.04% 231
2025
Q4 		– Sell
-1,652
Closed -$204K – 257
2025
Q3 		$204K Buy
+1,652
New +$200K 0.04% 236
2025
Q2 		– Sell
-1,652
Closed -$201K – 255
2025
Q1 		$201K Buy
+1,652
New +$188K 0.04% 231

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

SkyOak Wealth's DUK Position: Q1 2026 in Review

SkyOak Wealth opened a new position in Duke Energy (DUK) in Q1 2026: 1,652 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #231 among its holdings. This is a return to the name: SkyOak Wealth previously reported a position in DUK as recently as Q3 2025.

SkyOak Wealth first reported a position in DUK in Q1 2025 and has held it in 3 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • SkyOak Wealth held 1,652 shares of Duke Energy worth $216K as of Q1 2026.
  • Duke Energy was a new SkyOak Wealth position in Q1 2026.
  • Duke Energy made up 0.04% of SkyOak Wealth's portfolio in Q1 2026, its #231 holding.
  • SkyOak Wealth first reported a position in Duke Energy in Q1 2025 and has held it in 3 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.