SkyView Investment Advisors’s Duke Energy DUK Stock Holding History

SkyView Investment Advisors’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	$363K	Buy	2,770 +7	+0.3%	+$875	0.05%	232
2025 Q4	$324K	Hold	2,763	–	–	0.04%	248
2025 Q3	$342K	Buy	2,763 +5	+0.2%	+$607	0.04%	241
2025 Q2	$322K	Sell	2,758 -2	-0.1%	-$236	0.05%	232
2025 Q1	$337K	Buy	+2,760	New	+$315K	0.05%	227
2023 Q4	–	Sell	-67	Closed	-$6K	–	252
2023 Q3	$6K	Buy	67 +6	+10%	+$550	﹤0.01%	374
2023 Q2	$5K	Buy	61 +32	+110%	+$3.02K	﹤0.01%	497
2023 Q1	$3K	Buy	+29	New	+$2.87K	﹤0.01%	515

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

SkyView Investment Advisors's DUK Position: Q1 2026 in Review

SkyView Investment Advisors increased its Duke Energy (DUK) stake by 0.25% in Q1 2026, buying an estimated $875 and bringing the position to 2,770 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #232.

SkyView Investment Advisors first reported a position in DUK in Q1 2023 and has held it in 8 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

SkyView Investment Advisors held 2,770 shares of Duke Energy worth $363K as of Q1 2026.
SkyView Investment Advisors bought 7 Duke Energy shares in Q1 2026, an estimated $875.
Duke Energy made up 0.05% of SkyView Investment Advisors's portfolio in Q1 2026, its #232 holding.
SkyView Investment Advisors first reported a position in Duke Energy in Q1 2023 and has held it in 8 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.