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TownSquare Capital’s Duke Energy DUK Stock Holding History

TownSquare Capital’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 		$1.53M Buy
11,670
+318
+3% +$39.8K 0.34% 66
2025
Q4 		$1.33M Sell
11,352
-143
-1% -$17.5K 0.3% 71
2025
Q3 		$1.42M Sell
11,495
-3,805
-25% -$462K 0.22% 100
2025
Q2 		$1.81M Sell
15,300
-108,079
-88% -$12.8M 0.18% 116
2025
Q1 		$15M Buy
123,379
+3,621
+3% +$413K 0.16% 116
2024
Q4 		$12.9M Buy
119,758
+5,166
+5% +$585K 0.15% 125
2024
Q3 		$13.2M Buy
114,592
+604
+0.5% +$67.2K 0.16% 117
2024
Q2 		$11.4M Buy
113,988
+8,224
+8% +$823K 0.16% 118
2024
Q1 		$10.2M Buy
105,764
+42,971
+68% +$4.08M 0.15% 133
2023
Q4 		$6.09M Sell
62,793
-850
-1% -$77.3K 0.1% 182
2023
Q3 		$5.62M Buy
63,643
+421
+0.7% +$38.6K 0.1% 187
2023
Q2 		$5.67M Buy
63,222
+22,348
+55% +$2.11M 0.1% 192
2023
Q1 		$3.94M Buy
40,874
+4,654
+13% +$460K 0.09% 213
2022
Q4 		$3.73M Buy
36,220
+3,584
+11% +$344K 0.09% 202
2022
Q3 		$3.04M Buy
32,636
+3,666
+13% +$394K 0.09% 199
2022
Q2 		$3.1M Buy
28,970
+4,269
+17% +$469K 0.09% 200
2022
Q1 		$2.76M Buy
24,701
+3,640
+17% +$378K 0.07% 229
2021
Q4 		$2.21M Buy
21,061
+4,950
+31% +$502K 0.06% 264
2021
Q3 		$1.57M Buy
16,111
+3,762
+30% +$389K 0.05% 289
2021
Q2 		$1.23M Buy
12,349
+2,623
+27% +$264K 0.04% 304
2021
Q1 		$939K Sell
9,726
-1,693
-15% -$155K 0.04% 303
2020
Q4 		$1.05M Buy
11,419
+4,572
+67% +$423K 0.05% 288
2020
Q3 		$621K Sell
6,847
-733
-10% -$60.4K 0.04% 284
2020
Q2 		$617K Sell
7,580
-731
-9% -$61.8K 0.04% 251
2020
Q1 		$687K Buy
8,311
+2,563
+45% +$235K 0.06% 221
2019
Q4 		$524K Sell
5,748
-438
-7% -$40.2K 0.04% 277
2019
Q3 		$573K Buy
6,186
+1,731
+39% +$158K 0.05% 280
2019
Q2 		$393K Buy
4,455
+878
+25% +$77.6K 0.04% 321
2019
Q1 		$322K Buy
3,577
+485
+16% +$42.8K 0.02% 334
2018
Q4 		$274K Buy
+3,092
New +$263K 0.04% 305

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

TownSquare Capital's DUK Position: Q1 2026 in Review

TownSquare Capital increased its Duke Energy (DUK) stake by 2.8% in Q1 2026, buying an estimated $39.8K and bringing the position to 11,670 shares worth $1.53M. The position accounts for 0.34% of the portfolio, ranked #66.

TownSquare Capital first reported a position in DUK in Q4 2018 and has held it in 30 quarters since. The position peaked at $15M in Q1 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • TownSquare Capital held 11,670 shares of Duke Energy worth $1.53M as of Q1 2026.
  • TownSquare Capital bought 318 Duke Energy shares in Q1 2026, an estimated $39.8K.
  • Duke Energy made up 0.34% of TownSquare Capital's portfolio in Q1 2026, its #66 holding.
  • TownSquare Capital first reported a position in Duke Energy in Q4 2018 and has held it in 30 quarters since.
  • TownSquare Capital's Duke Energy position peaked at $15M in Q1 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on TownSquare Capital's 13F filing for Q1 2026, filed 13 May 2026.