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Stokes Family Office’s Duke Energy DUK Stock Holding History

Stokes Family Office’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 		$294K Sell
2,244
-339
-13% -$42.4K 0.03% 236
2025
Q4 		$303K Buy
2,583
+698
+37% +$85.2K 0.03% 250
2025
Q3 		$233K Buy
1,885
+25
+1% +$3.03K 0.02% 242
2025
Q2 		$220K Sell
1,860
-179
-9% -$21.1K 0.02% 221
2025
Q1 		$249K Sell
2,039
-273
-12% -$31.1K 0.03% 206
2024
Q4 		$249K Sell
2,312
-46
-2% -$5.21K 0.03% 210
2024
Q3 		$272K Sell
2,358
-496
-17% -$55.2K 0.03% 196
2024
Q2 		$286K Buy
2,854
+211
+8% +$21.1K 0.03% 191
2024
Q1 		$256K Buy
2,643
+6
+0.2% +$569 0.03% 198
2023
Q4 		$256K Sell
2,637
-657
-20% -$59.8K 0.03% 188
2023
Q3 		$291K Buy
3,294
+114
+4% +$10.5K 0.03% 250
2023
Q2 		$285K Buy
3,180
+437
+16% +$41.2K 0.03% 243
2023
Q1 		$265K Sell
2,743
-1,622
-37% -$160K 0.03% 243
2022
Q4 		$450K Buy
4,365
+1,650
+61% +$158K 0.06% 176
2022
Q3 		$253K Sell
2,715
-28
-1% -$3.01K 0.04% 226
2022
Q2 		$294K Buy
2,743
+75
+3% +$8.25K 0.04% 210
2022
Q1 		$298K Buy
2,668
+142
+6% +$14.7K 0.04% 207
2021
Q4 		$265K Buy
2,526
+47
+2% +$4.76K 0.03% 207
2021
Q3 		$242K Buy
2,479
+93
+4% +$9.63K 0.03% 200
2021
Q2 		$235K Buy
2,386
+141
+6% +$14.2K 0.03% 199
2021
Q1 		$217K Sell
2,245
-23
-1% -$2.1K 0.03% 187
2020
Q4 		$208K Buy
+2,268
New +$210K 0.04% 165

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

Stokes Family Office's DUK Position: Q1 2026 in Review

Stokes Family Office reduced its Duke Energy (DUK) stake by 13% in Q1 2026, selling an estimated $42.4K and leaving 2,244 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #236.

Stokes Family Office first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. The position peaked at $450K in Q4 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Stokes Family Office held 2,244 shares of Duke Energy worth $294K as of Q1 2026.
  • Stokes Family Office sold 339 Duke Energy shares in Q1 2026, an estimated $42.4K.
  • Duke Energy made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #236 holding.
  • Stokes Family Office first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • Stokes Family Office's Duke Energy position peaked at $450K in Q4 2022.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.