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Tilia Fiduciary Partners’s Duke Energy DUK Stock Holding History

Tilia Fiduciary Partners’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 		$278K Sell
2,126
-172
-7% -$21.5K 0.15% 100
2025
Q4 		$269K Buy
2,298
+1
+0% +$122 0.15% 100
2025
Q3 		$284K Sell
2,297
-72
-3% -$8.74K 0.16% 100
2025
Q2 		$280K Buy
2,369
+4
+0.2% +$472 0.17% 100
2025
Q1 		$288K Buy
2,365
+4
+0.2% +$456 0.19% 94
2024
Q4 		$254K Buy
2,361
+4
+0.2% +$453 0.17% 99
2024
Q3 		$272K Buy
2,357
+156
+7% +$17.4K 0.19% 93
2024
Q2 		$221K Buy
2,201
+4
+0.2% +$400 0.17% 93
2024
Q1 		$213K Sell
2,197
-357
-14% -$33.9K 0.17% 95
2023
Q4 		$248K Sell
2,554
-162
-6% -$14.7K 0.23% 91
2023
Q3 		$240K Sell
2,716
-628
-19% -$57.6K 0.25% 88
2023
Q2 		$300K Sell
3,344
-191
-5% -$18K 0.27% 81
2023
Q1 		$341K Buy
3,535
+9
+0.3% +$889 0.33% 78
2022
Q4 		$363K Buy
3,526
+9
+0.3% +$864 0.35% 79
2022
Q3 		$315K Sell
3,517
-208
-6% -$22.3K 0.32% 81
2022
Q2 		$401K Sell
3,725
-224
-6% -$24.6K 0.38% 67
2022
Q1 		$441K Buy
3,949
+153
+4% +$15.9K 0.37% 71
2021
Q4 		$398K Buy
+3,796
New +$385K 0.32% 77

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Tilia Fiduciary Partners's DUK Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Duke Energy (DUK) stake by 7.5% in Q1 2026, selling an estimated $21.5K and leaving 2,126 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #100.

Tilia Fiduciary Partners first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $441K in Q1 2022. 2,475 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Tilia Fiduciary Partners held 2,126 shares of Duke Energy worth $278K as of Q1 2026.
  • Tilia Fiduciary Partners sold 172 Duke Energy shares in Q1 2026, an estimated $21.5K.
  • Duke Energy made up 0.15% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #100 holding.
  • Tilia Fiduciary Partners first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Duke Energy position peaked at $441K in Q1 2022.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.