Stone House Investment Management’s Duke Energy DUK Stock Holding History

Stone House Investment 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	$7.2K	Hold	55	–	–	﹤0.01%	398
2025 Q4	$6.45K	Buy	55 +4	+8%	+$488	﹤0.01%	382
2025 Q3	$6.31K	Buy	51 +6	+13%	+$728	﹤0.01%	336
2025 Q2	$5.31K	Hold	45	–	–	﹤0.01%	317
2025 Q1	$5.49K	Buy	+45	New	+$5.13K	﹤0.01%	301
2024 Q4	–	Sell	-45	Closed	-$5.19K	–	146
2024 Q3	$5.19K	Buy	45 +25	+125%	+$2.78K	﹤0.01%	270
2024 Q2	$2K	Sell	20 -92	-82%	-$9.2K	﹤0.01%	333
2024 Q1	$10.8K	Buy	+112	New	+$10.6K	﹤0.01%	226

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

Stone House Investment Management's DUK Position: Q1 2026 in Review

Stone House Investment Management held its Duke Energy (DUK) position steady in Q1 2026 at 55 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Stone House Investment Management first reported a position in DUK in Q1 2024 and has held it in 8 quarters since. The position peaked at $10.8K in Q1 2024. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Stone House Investment Management held 55 shares of Duke Energy worth $7.2K as of Q1 2026.
Stone House Investment Management left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #398 holding.
Stone House Investment Management first reported a position in Duke Energy in Q1 2024 and has held it in 8 quarters since.
Stone House Investment Management's Duke Energy position peaked at $10.8K in Q1 2024.
2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.