SPF
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South Plains Financial’s Duke Energy DUK Stock Holding History

South Plains Financial’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 		$490K Buy
3,743
+1,278
+52% +$160K 0.29% 92
2025
Q4 		$289K Buy
2,465
+50
+2% +$6.11K 0.17% 110
2025
Q3 		$299K Buy
2,415
+1,496
+163% +$182K 0.19% 105
2025
Q2 		$108K Buy
919
+900
+4,737% +$106K 0.08% 138
2025
Q1 		$2.32K Sell
19
-130
-87% -$14.8K ﹤0.01% 233
2024
Q4 		$16.1K Buy
+149
New +$16.9K 0.01% 190

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

South Plains Financial's DUK Position: Q1 2026 in Review

South Plains Financial increased its Duke Energy (DUK) stake by 52% in Q1 2026, buying an estimated $160K and bringing the position to 3,743 shares worth $490K. The position accounts for 0.29% of the portfolio, ranked #92.

South Plains Financial first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • South Plains Financial held 3,743 shares of Duke Energy worth $490K as of Q1 2026.
  • South Plains Financial bought 1,278 Duke Energy shares in Q1 2026, an estimated $160K.
  • Duke Energy made up 0.29% of South Plains Financial's portfolio in Q1 2026, its #92 holding.
  • South Plains Financial first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.