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Stratos Investment Management’s Duke Energy DUK Stock Holding History

Stratos 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 		$2.42M Buy
18,451
+83
+0.5% +$10.4K 0.1% 124
2025
Q4 		$2.15M Buy
18,368
+357
+2% +$43.6K 0.09% 126
2025
Q3 		$2.23M Buy
18,011
+892
+5% +$108K 0.09% 130
2025
Q2 		$2.02M Sell
17,119
-601
-3% -$70.9K 0.09% 141
2025
Q1 		$2.16M Buy
17,720
+2,849
+19% +$325K 0.12% 117
2024
Q4 		$1.6M Sell
14,871
-776
-5% -$87.9K 0.1% 110
2024
Q3 		$1.8M Sell
15,647
-10
-0.1% -$1.11K 0.13% 103
2024
Q2 		$1.57M Sell
15,657
-4,262
-21% -$426K 0.13% 107
2024
Q1 		$1.93M Sell
19,919
-1,774
-8% -$168K 0.19% 93
2023
Q4 		$2.11M Buy
21,693
+1,963
+10% +$179K 0.25% 80
2023
Q3 		$1.74M Buy
19,730
+2,970
+18% +$272K 0.26% 77
2023
Q2 		$1.5M Buy
16,760
+364
+2% +$34.4K 0.23% 82
2023
Q1 		$1.58M Buy
16,396
+310
+2% +$30.6K 0.27% 77
2022
Q4 		$1.66M Buy
16,086
+544
+4% +$52.2K 0.3% 76
2022
Q3 		$1.45M Sell
15,542
-1,737
-10% -$187K 0.29% 79
2022
Q2 		$1.85M Sell
17,279
-161
-0.9% -$17.7K 0.35% 70
2022
Q1 		$1.95M Buy
17,440
+288
+2% +$29.9K 0.32% 71
2021
Q4 		$1.8M Sell
17,152
-1,442
-8% -$146K 0.28% 77
2021
Q3 		$1.81M Buy
18,594
+4,675
+34% +$484K 0.32% 74
2021
Q2 		$1.37M Buy
13,919
+723
+5% +$72.6K 0.38% 64
2021
Q1 		$1.27M Sell
13,196
-387
-3% -$35.3K 0.4% 62
2020
Q4 		$1.24M Buy
13,583
+888
+7% +$82.1K 0.39% 64
2020
Q3 		$1.12M Buy
+12,695
New +$1.05M 0.41% 61

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

Stratos Investment Management's DUK Position: Q1 2026 in Review

Stratos Investment Management increased its Duke Energy (DUK) stake by 0.45% in Q1 2026, buying an estimated $10.4K and bringing the position to 18,451 shares worth $2.42M. The position accounts for 0.1% of the portfolio, ranked #124.

Stratos Investment Management first reported a position in DUK in Q3 2020 and has held it in 23 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Stratos Investment Management held 18,451 shares of Duke Energy worth $2.42M as of Q1 2026.
  • Stratos Investment Management bought 83 Duke Energy shares in Q1 2026, an estimated $10.4K.
  • Duke Energy made up 0.1% of Stratos Investment Management's portfolio in Q1 2026, its #124 holding.
  • Stratos Investment Management first reported a position in Duke Energy in Q3 2020 and has held it in 23 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.