Spirepoint Private Client’s Duke Energy DUK Stock Holding History

Spirepoint Private Client’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	$5.73M	Buy	43,788 +42,008	+2,360%	+$5.25M	0.55%	45
2025 Q4	$209K	Sell	1,780 -20	-1%	-$2.44K	0.02%	294
2025 Q3	$223K	Buy	+1,800	New	+$218K	0.02%	259

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

Spirepoint Private Client's DUK Position: Q1 2026 in Review

Spirepoint Private Client increased its Duke Energy (DUK) stake by 2,360% in Q1 2026, buying an estimated $5.25M and bringing the position to 43,788 shares worth $5.73M. The position accounts for 0.55% of the portfolio, ranked #45.

Spirepoint Private Client first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Spirepoint Private Client held 43,788 shares of Duke Energy worth $5.73M as of Q1 2026.
Spirepoint Private Client bought 42,008 Duke Energy shares in Q1 2026, an estimated $5.25M.
Duke Energy made up 0.55% of Spirepoint Private Client's portfolio in Q1 2026, its #45 holding.
Spirepoint Private Client first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.