TI
DUK icon

Tidal Investments’s Duke Energy DUK Stock Holding History

Tidal Investments’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 		$6.96M Buy
53,096
+27,042
+104% +$3.38M 0.01% 695
2025
Q4 		$3.05M Buy
26,054
+13,026
+100% +$1.59M 0.01% 810
2025
Q3 		$1.61M Sell
13,028
-398
-3% -$48.3K ﹤0.01% 1000
2025
Q2 		$1.58M Sell
13,426
-1,645
-11% -$194K 0.01% 823
2025
Q1 		$1.84M Sell
15,071
-9,403
-38% -$1.07M 0.02% 735
2024
Q4 		$2.64M Sell
24,474
-313
-1% -$35.5K 0.02% 596
2024
Q3 		$2.86M Buy
24,787
+719
+3% +$80K 0.03% 487
2024
Q2 		$2.41M Sell
24,068
-12,999
-35% -$1.3M 0.03% 480
2024
Q1 		$3.58M Buy
37,067
+19,919
+116% +$1.89M 0.06% 333
2023
Q4 		$1.66M Buy
17,148
+4,764
+38% +$433K 0.04% 421
2023
Q3 		$1.09M Buy
12,384
+2,026
+20% +$186K 0.03% 510
2023
Q2 		$930K Sell
10,358
-879
-8% -$83K 0.03% 562
2023
Q1 		$1.08M Sell
11,237
-6,529
-37% -$645K 0.04% 459
2022
Q4 		$1.83M Buy
17,766
+6,579
+59% +$632K 0.07% 294
2022
Q3 		$1.04M Sell
11,187
-1,194
-10% -$128K 0.04% 362
2022
Q2 		$1.33M Buy
12,381
+2,498
+25% +$275K 0.05% 318
2022
Q1 		$1.1M Buy
9,883
+920
+10% +$95.6K 0.03% 399
2021
Q4 		$940K Buy
8,963
+1,659
+23% +$168K 0.03% 426
2021
Q3 		$713K Buy
7,304
+1,199
+20% +$124K 0.03% 419
2021
Q2 		$603K Buy
6,105
+2,086
+52% +$210K 0.02% 388
2021
Q1 		$388K Buy
4,019
+960
+31% +$87.6K 0.02% 354
2020
Q4 		$280K Buy
+3,059
New +$283K 0.02% 321

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

Tidal Investments's DUK Position: Q1 2026 in Review

Tidal Investments increased its Duke Energy (DUK) stake by 104% in Q1 2026, buying an estimated $3.38M and bringing the position to 53,096 shares worth $6.96M. The position accounts for 0.01% of the portfolio, ranked #695.

Tidal Investments first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Tidal Investments held 53,096 shares of Duke Energy worth $6.96M as of Q1 2026.
  • Tidal Investments bought 27,042 Duke Energy shares in Q1 2026, an estimated $3.38M.
  • Duke Energy made up 0.01% of Tidal Investments's portfolio in Q1 2026, its #695 holding.
  • Tidal Investments first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.