SFM
DUK icon

Stack Financial Management’s Duke Energy DUK Stock Holding History

Stack Financial 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 		$24.9M Buy
190,154
+1,842
+1% +$230K 1.83% 20
2025
Q4 		$22.1M Sell
188,312
-3,927
-2% -$480K 1.68% 22
2025
Q3 		$23.8M Sell
192,239
-115
-0.1% -$14K 1.97% 16
2025
Q2 		$22.7M Sell
192,354
-2,513
-1% -$297K 2.01% 20
2025
Q1 		$23.8M Sell
194,867
-3,533
-2% -$403K 1.98% 20
2024
Q4 		$21.4M Sell
198,400
-1,598
-0.8% -$181K 1.95% 18
2024
Q3 		$23.1M Buy
199,998
+1,580
+0.8% +$176K 2.07% 19
2024
Q2 		$19.9M Buy
198,418
+244
+0.1% +$24.4K 1.84% 22
2024
Q1 		$19.2M Sell
198,174
-1,374
-0.7% -$130K 1.76% 25
2023
Q4 		$19.4M Sell
199,548
-4,078
-2% -$371K 2.19% 21
2023
Q3 		$18M Buy
+203,626
New +$18.7M 2.09% 22

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

Stack Financial Management's DUK Position: Q1 2026 in Review

Stack Financial Management increased its Duke Energy (DUK) stake by 0.98% in Q1 2026, buying an estimated $230K and bringing the position to 190,154 shares worth $24.9M. The position accounts for 1.83% of the portfolio, ranked #20.

Stack Financial Management first reported a position in DUK in Q3 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Stack Financial Management held 190,154 shares of Duke Energy worth $24.9M as of Q1 2026.
  • Stack Financial Management bought 1,842 Duke Energy shares in Q1 2026, an estimated $230K.
  • Duke Energy made up 1.83% of Stack Financial Management's portfolio in Q1 2026, its #20 holding.
  • Stack Financial Management first reported a position in Duke Energy in Q3 2023 and has held it in 11 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.