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TBH Global Asset Management’s Duke Energy DUK Stock Holding History

TBH Global Asset 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 		$570K Sell
4,355
-110
-2% -$13.8K 0.11% 152
2025
Q4 		$523K Buy
4,465
+110
+3% +$13.4K 0.09% 161
2025
Q3 		$539K Sell
4,355
-109
-2% -$13.2K 0.11% 166
2025
Q2 		$527K Sell
4,464
-24
-0.5% -$2.83K 0.11% 125
2025
Q1 		$547K Buy
4,488
+33
+0.7% +$3.76K 0.11% 117
2024
Q4 		$480K Hold
4,455
– – 0.11% 149
2024
Q3 		$514K Hold
4,455
– – 0.11% 153
2024
Q2 		$447K Sell
4,455
-1,727
-28% -$173K 0.1% 163
2024
Q1 		$598K Buy
6,182
+392
+7% +$37.2K 0.12% 133
2023
Q4 		$562K Buy
5,790
+214
+4% +$19.5K 0.11% 132
2023
Q3 		$492K Buy
+5,576
New +$511K 0.09% 158
2021
Q3 		– Sell
-3,800
Closed -$375K – 186
2021
Q2 		$375K Buy
+3,800
New +$382K 0.09% 146

Other funds holding DUK

BlackRock
BlackRock New York $5.7T 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