Tidemark’s Duke Energy DUK Stock Holding History

Tidemark’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	$40.6K	Hold	310	–	–	0.01%	291
2025 Q4	$36.3K	Sell	310 -36	-10%	-$4.4K	0.01%	277
2025 Q3	$42.9K	Sell	346 -29	-8%	-$3.52K	0.01%	267
2025 Q2	$44.3K	Buy	375 +1	+0.3%	+$118	0.01%	254
2025 Q1	$45.7K	Sell	374 -108	-22%	-$12.3K	0.02%	256
2024 Q4	$52K	Buy	482 +5	+1%	+$566	0.02%	230
2024 Q3	$55K	Buy	477 +6	+1%	+$668	0.02%	216
2024 Q2	$47.2K	Buy	471 +323	+218%	+$32.3K	0.02%	222
2024 Q1	$14.3K	Buy	+148	New	+$14K	0.01%	388

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidemark's DUK Position: Q1 2026 in Review

Tidemark held its Duke Energy (DUK) position steady in Q1 2026 at 310 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #291.

Tidemark first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. The position peaked at $55K in Q3 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Tidemark held 310 shares of Duke Energy worth $40.6K as of Q1 2026.
Tidemark left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.01% of Tidemark's portfolio in Q1 2026, its #291 holding.
Tidemark first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
Tidemark's Duke Energy position peaked at $55K in Q3 2024.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.