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Syon Capital’s Duke Energy DUK Stock Holding History

Syon Capital’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 		$1.38M Buy
10,554
+1,246
+13% +$156K 0.07% 220
2025
Q4 		$1.09M Sell
9,308
-161
-2% -$19.7K 0.05% 270
2025
Q3 		$1.17M Buy
9,469
+2,165
+30% +$263K 0.06% 224
2025
Q2 		$862K Buy
7,304
+2,436
+50% +$287K 0.06% 241
2025
Q1 		$594K Buy
4,868
+1,057
+28% +$120K 0.05% 277
2024
Q4 		$411K Sell
3,811
-907
-19% -$103K 0.04% 331
2024
Q3 		$544K Sell
4,718
-83
-2% -$9.24K 0.05% 258
2024
Q2 		$481K Buy
4,801
+209
+5% +$20.9K 0.04% 267
2024
Q1 		$444K Sell
4,592
-3,562
-44% -$338K 0.04% 284
2023
Q4 		$791K Buy
+8,154
New +$742K 0.03% 306

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

Syon Capital's DUK Position: Q1 2026 in Review

Syon Capital increased its Duke Energy (DUK) stake by 13% in Q1 2026, buying an estimated $156K and bringing the position to 10,554 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #220.

Syon Capital first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Syon Capital held 10,554 shares of Duke Energy worth $1.38M as of Q1 2026.
  • Syon Capital bought 1,246 Duke Energy shares in Q1 2026, an estimated $156K.
  • Duke Energy made up 0.07% of Syon Capital's portfolio in Q1 2026, its #220 holding.
  • Syon Capital first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.