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Tyche Wealth Partners’s Duke Energy DUK Stock Holding History

Tyche Wealth 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 		$633K Hold
4,834
– – 0.1% 160
2025
Q4 		$567K Sell
4,834
-24
-0.5% -$2.93K 0.09% 175
2025
Q3 		$601K Sell
4,858
-30
-0.6% -$3.64K 0.11% 150
2025
Q2 		$577K Sell
4,888
-245
-5% -$28.9K 0.12% 141
2025
Q1 		$626K Buy
5,133
+315
+7% +$35.9K 0.14% 112
2024
Q4 		$519K Hold
4,818
– – 0.11% 154
2024
Q3 		$555K Buy
4,818
+6
+0.1% +$668 0.13% 121
2024
Q2 		$482K Sell
4,812
-25
-0.5% -$2.5K 0.12% 135
2024
Q1 		$468K Hold
4,837
– – 0.11% 147
2023
Q4 		$469K Buy
+4,837
New +$440K 0.11% 151

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

Tyche Wealth Partners's DUK Position: Q1 2026 in Review

Tyche Wealth Partners held its Duke Energy (DUK) position steady in Q1 2026 at 4,834 shares worth $633K. The position accounts for 0.1% of the portfolio, ranked #160.

Tyche Wealth Partners first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Tyche Wealth Partners held 4,834 shares of Duke Energy worth $633K as of Q1 2026.
  • Tyche Wealth Partners left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.1% of Tyche Wealth Partners's portfolio in Q1 2026, its #160 holding.
  • Tyche Wealth Partners first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Tyche Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.