TritonPoint Wealth’s Duke Energy DUK Stock Holding History

TritonPoint Wealth’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	$234K	Buy	1,787 +30	+2%	+$3.75K	0.03%	248
2025 Q4	$206K	Sell	1,757 -266	-13%	-$32.5K	0.02%	269
2025 Q3	$250K	Buy	2,023 +71	+4%	+$8.62K	0.02%	314
2025 Q2	$230K	Buy	1,952 +45	+2%	+$5.31K	0.02%	318
2025 Q1	$233K	Buy	+1,907	New	+$217K	0.02%	320

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

TritonPoint Wealth's DUK Position: Q1 2026 in Review

TritonPoint Wealth increased its Duke Energy (DUK) stake by 1.7% in Q1 2026, buying an estimated $3.75K and bringing the position to 1,787 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #248.

TritonPoint Wealth first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. The position peaked at $250K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

TritonPoint Wealth held 1,787 shares of Duke Energy worth $234K as of Q1 2026.
TritonPoint Wealth bought 30 Duke Energy shares in Q1 2026, an estimated $3.75K.
Duke Energy made up 0.03% of TritonPoint Wealth's portfolio in Q1 2026, its #248 holding.
TritonPoint Wealth first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
TritonPoint Wealth's Duke Energy position peaked at $250K in Q3 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.