Sollinda Capital Management’s Duke Energy DUK Stock Holding History

Sollinda Capital 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	$1.17M	Sell	8,916 -207	-2%	-$25.9K	0.28%	37
2025 Q4	$1.07M	Sell	9,123 -222	-2%	-$27.1K	0.27%	36
2025 Q3	$1.16M	Sell	9,345 -63	-0.7%	-$7.64K	0.32%	28
2025 Q2	$1.11M	Buy	9,408 +3	+0%	+$354	0.29%	34
2025 Q1	$1.15M	Sell	9,405 -459	-5%	-$52.3K	0.32%	28
2024 Q4	$1.06M	Buy	9,864 +3	+0%	+$340	0.29%	25
2024 Q3	$1.14M	Sell	9,861 -573	-5%	-$63.8K	0.32%	29
2024 Q2	$1.05M	Buy	10,434 +901	+9%	+$90.1K	0.32%	29
2024 Q1	$922K	Sell	9,533 -3,054	-24%	-$290K	0.29%	26
2023 Q4	$1.22M	Buy	+12,587	New	+$1.14M	0.34%	24

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

Sollinda Capital Management's DUK Position: Q1 2026 in Review

Sollinda Capital Management reduced its Duke Energy (DUK) stake by 2.3% in Q1 2026, selling an estimated $25.9K and leaving 8,916 shares worth $1.17M. The position accounts for 0.28% of the portfolio, ranked #37.

Sollinda Capital Management first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2023. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Sollinda Capital Management held 8,916 shares of Duke Energy worth $1.17M as of Q1 2026.
Sollinda Capital Management sold 207 Duke Energy shares in Q1 2026, an estimated $25.9K.
Duke Energy made up 0.28% of Sollinda Capital Management's portfolio in Q1 2026, its #37 holding.
Sollinda Capital Management first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
Sollinda Capital Management's Duke Energy position peaked at $1.22M in Q4 2023.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Sollinda Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.