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TSG Advice Partners’s Duke Energy DUK Stock Holding History

TSG Advice 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 		$214K Buy
+1,635
New +$204K 0.03% 132

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TSG Advice Partners's DUK Position: Q1 2026 in Review

TSG Advice Partners opened a new position in Duke Energy (DUK) in Q1 2026: 1,635 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #132 among its holdings.

2,480 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • TSG Advice Partners held 1,635 shares of Duke Energy worth $214K as of Q1 2026.
  • Duke Energy was a new TSG Advice Partners position in Q1 2026.
  • Duke Energy made up 0.03% of TSG Advice Partners's portfolio in Q1 2026, its #132 holding.
  • 2,480 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.