Tortuga Wealth Management’s Duke Energy DUK Stock Holding History

Tortuga Wealth 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	$1.07M	Buy	+8,141	New	+$1.02M	1%	27

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

Tortuga Wealth Management's DUK Position: Q1 2026 in Review

Tortuga Wealth Management opened a new position in Duke Energy (DUK) in Q1 2026: 8,141 shares worth $1.07M. The stake represents 1% of the portfolio and ranks #27 among its holdings.

2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Tortuga Wealth Management held 8,141 shares of Duke Energy worth $1.07M as of Q1 2026.
Duke Energy was a new Tortuga Wealth Management position in Q1 2026.
Duke Energy made up 1% of Tortuga Wealth Management's portfolio in Q1 2026, its #27 holding.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.