Swan Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
Other funds holding DUK
VCM
VPM
Swan Capital's DUK Position: Q1 2026 in Review
Swan Capital reduced its Duke Energy (DUK) stake by 28% in Q1 2026, selling an estimated $7K and leaving 144 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #132.
Swan Capital first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. The position peaked at $23.4K in Q4 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Swan Capital held 144 shares of Duke Energy worth $18.9K as of Q1 2026.
- Swan Capital sold 56 Duke Energy shares in Q1 2026, an estimated $7K.
- Duke Energy made up 0.01% of Swan Capital's portfolio in Q1 2026, its #132 holding.
- Swan Capital first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
- Swan Capital's Duke Energy position peaked at $23.4K in Q4 2025.
- 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.