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SWP Investment Management’s Duke Energy DUK Stock Holding History

SWP 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 		– Sell
-12,229
Closed -$1.43M – 48
2025
Q4 		$1.43M Sell
12,229
-2,949
-19% -$360K 1.04% 48
2025
Q3 		$1.88M Buy
15,178
+1,347
+10% +$163K 1.85% 28
2025
Q2 		$1.63M Buy
13,831
+137
+1% +$16.2K 1.93% 28
2025
Q1 		$1.67M Buy
+13,694
New +$1.56M 2.09% 16

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SWP Investment Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 12,229 shares — an estimated $1.43M sold.

SWP Investment Management first reported a position in DUK in Q1 2025 and held it in 4 quarters. The position peaked at $1.88M in Q3 2025. 2,480 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • SWP Investment Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • SWP Investment Management sold 12,229 Duke Energy shares in Q1 2026, an estimated $1.43M.
  • SWP Investment Management first reported a position in Duke Energy in Q1 2025 and held it in 4 quarters.
  • SWP Investment Management's Duke Energy position peaked at $1.88M in Q3 2025.
  • 2,480 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on SWP Investment Management's 13F filing for Q1 2026, filed 1 Jul 2026.