Solstein Capital’s Duke Energy DUK Stock Holding History

Solstein Capital’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	–	Sell	-190	Closed	-$22.3K	–	469
2025 Q4	$22.3K	Hold	190	–	–	0.01%	273
2025 Q3	$23.5K	Hold	190	–	–	0.01%	261
2025 Q2	$22.4K	Buy	+190	New	+$22.4K	0.01%	266
2020 Q3	–	Sell	-299	Closed	-$24K	–	208
2020 Q2	$24K	Sell	299 -13	-4%	-$1.1K	0.06%	158
2020 Q1	$25K	Buy	312 +13	+4%	+$1.19K	0.1%	120
2019 Q4	$27K	Buy	+299	New	+$27.4K	0.05%	159
2019 Q2	–	Sell	-2,550	Closed	-$230K	–	39
2019 Q1	$230K	Buy	+2,550	New	+$225K	1.3%	28

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

Solstein Capital's DUK Position: Q1 2026 in Review

Solstein Capital sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 190 shares — an estimated $22.3K sold.

Solstein Capital first reported a position in DUK in Q1 2019 and held it in 7 quarters. The position peaked at $230K in Q1 2019. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Solstein Capital reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Solstein Capital sold 190 Duke Energy shares in Q1 2026, an estimated $22.3K.
Solstein Capital first reported a position in Duke Energy in Q1 2019 and held it in 7 quarters.
Solstein Capital's Duke Energy position peaked at $230K in Q1 2019.
2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.