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Strathmore Capital Advisors’s Duke Energy DUK Stock Holding History

Strathmore Capital Advisors’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 		$217K Buy
+1,706
New +$213K 0.06% 132
2025
Q4 		– Sell
-1,759
Closed -$218K – 117
2025
Q3 		$218K Sell
1,759
-2,656
-60% -$322K 0.09% 103
2025
Q2 		$517K Buy
+4,415
New +$521K 0.23% 65
2024
Q4 		$399K Buy
+3,702
New +$419K 0.29% 25

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

Strathmore Capital Advisors's DUK Position: Q1 2026 in Review

Strathmore Capital Advisors opened a new position in Duke Energy (DUK) in Q1 2026: 1,706 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #132 among its holdings. This is a return to the name: Strathmore Capital Advisors previously reported a position in DUK as recently as Q3 2025.

Strathmore Capital Advisors first reported a position in DUK in Q4 2024 and has held it in 4 quarters since. The position peaked at $517K in Q2 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Strathmore Capital Advisors held 1,706 shares of Duke Energy worth $217K as of Q1 2026.
  • Duke Energy was a new Strathmore Capital Advisors position in Q1 2026.
  • Duke Energy made up 0.06% of Strathmore Capital Advisors's portfolio in Q1 2026, its #132 holding.
  • Strathmore Capital Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 4 quarters since.
  • Strathmore Capital Advisors's Duke Energy position peaked at $517K in Q2 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.