Turning Point Benefit Group’s Duke Energy DUK Stock Holding History

Turning Point Benefit Group’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	–	Sell	-1,081	Closed	-$127K	–	293
2025 Q4	$127K	Buy	1,081 +62	+6%	+$7.57K	0.07%	113
2025 Q3	$125K	Buy	+1,019	New	+$124K	0.08%	109

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

Turning Point Benefit Group's DUK Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 1,081 shares — an estimated $127K sold.

Turning Point Benefit Group first reported a position in DUK in Q3 2025 and held it in 2 quarters. The position peaked at $127K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Turning Point Benefit Group reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 1,081 Duke Energy shares in Q1 2026, an estimated $127K.
Turning Point Benefit Group first reported a position in Duke Energy in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Duke Energy position peaked at $127K in Q4 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.