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Smartleaf Asset Management’s Duke Energy DUK Stock Holding History

Smartleaf Asset Management’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 		$3.36M Buy
25,543
+1,153
+5% +$144K 0.12% 152
2025
Q4 		$2.87M Buy
24,390
+7,431
+44% +$907K 0.11% 167
2025
Q3 		$2.08M Buy
16,959
+2,939
+21% +$357K 0.13% 176
2025
Q2 		$1.64M Sell
14,020
-698
-5% -$82.4K 0.14% 164
2025
Q1 		$1.76M Buy
14,718
+2,660
+22% +$303K 0.17% 134
2024
Q4 		$1.3M Buy
12,058
+2,157
+22% +$244K 0.13% 166
2024
Q3 		$1.15M Buy
9,901
+1,571
+19% +$175K 0.14% 169
2024
Q2 		$838K Buy
8,330
+2,152
+35% +$215K 0.14% 173
2024
Q1 		$594K Buy
6,178
+1,571
+34% +$149K 0.11% 201
2023
Q4 		$448K Buy
+4,607
New +$419K 0.12% 177

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

Smartleaf Asset Management's DUK Position: Q1 2026 in Review

Smartleaf Asset Management increased its Duke Energy (DUK) stake by 4.7% in Q1 2026, buying an estimated $144K and bringing the position to 25,543 shares worth $3.36M. The position accounts for 0.12% of the portfolio, ranked #152.

Smartleaf Asset Management first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Smartleaf Asset Management held 25,543 shares of Duke Energy worth $3.36M as of Q1 2026.
  • Smartleaf Asset Management bought 1,153 Duke Energy shares in Q1 2026, an estimated $144K.
  • Duke Energy made up 0.12% of Smartleaf Asset Management's portfolio in Q1 2026, its #152 holding.
  • Smartleaf Asset Management first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.