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Stamos Capital Partners’s Duke Energy DUK Stock Holding History

Stamos Capital Partners’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 		$2.31M Sell
17,644
-2,320
-12% -$290K 0.36% 88
2025
Q4 		$2.34M Buy
19,964
+6,594
+49% +$805K 0.38% 85
2025
Q3 		$1.65M Sell
13,370
-6,055
-31% -$735K 0.31% 81
2025
Q2 		$2.29M Buy
19,425
+3,305
+21% +$390K 0.41% 73
2025
Q1 		$1.97M Sell
16,120
-4,790
-23% -$546K 0.51% 68
2024
Q4 		$2.25M Sell
20,910
-7,690
-27% -$871K 0.53% 55
2024
Q3 		$3.3M Sell
28,600
-10,150
-26% -$1.13M 0.78% 35
2024
Q2 		$3.88M Buy
38,750
+2,450
+7% +$245K 0.82% 27
2024
Q1 		$3.51M Buy
36,300
+640
+2% +$60.7K 0.8% 29
2023
Q4 		$3.46M Sell
35,660
-31,870
-47% -$2.9M 0.94% 21
2023
Q3 		$5.96M Buy
67,530
+25,560
+61% +$2.34M 1.33% 20
2023
Q2 		$3.77M Buy
41,970
+10,360
+33% +$978K 0.88% 27
2023
Q1 		$3.05M Buy
31,610
+5,630
+22% +$556K 0.79% 42
2022
Q4 		$2.68M Sell
25,980
-18,370
-41% -$1.76M 0.85% 45
2022
Q3 		$4.13M Buy
+44,350
New +$4.76M 1.05% 30

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

Stamos Capital Partners's DUK Position: Q1 2026 in Review

Stamos Capital Partners reduced its Duke Energy (DUK) stake by 12% in Q1 2026, selling an estimated $290K and leaving 17,644 shares worth $2.31M. The position accounts for 0.36% of the portfolio, ranked #88.

Stamos Capital Partners first reported a position in DUK in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.96M in Q3 2023. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Stamos Capital Partners held 17,644 shares of Duke Energy worth $2.31M as of Q1 2026.
  • Stamos Capital Partners sold 2,320 Duke Energy shares in Q1 2026, an estimated $290K.
  • Duke Energy made up 0.36% of Stamos Capital Partners's portfolio in Q1 2026, its #88 holding.
  • Stamos Capital Partners first reported a position in Duke Energy in Q3 2022 and has held it in 15 quarters since.
  • Stamos Capital Partners's Duke Energy position peaked at $5.96M in Q3 2023.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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