VDC
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Van Diest Capital’s Duke Energy DUK Stock Holding History

Van Diest 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 		$341K Sell
2,603
-880
-25% -$110K 0.27% 106
2025
Q4 		$408K Buy
+3,483
New +$425K 0.61% 47

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

Van Diest Capital's DUK Position: Q1 2026 in Review

Van Diest Capital reduced its Duke Energy (DUK) stake by 25% in Q1 2026, selling an estimated $110K and leaving 2,603 shares worth $341K. The position accounts for 0.27% of the portfolio, ranked #106.

Van Diest Capital first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. The position peaked at $408K in Q4 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Van Diest Capital held 2,603 shares of Duke Energy worth $341K as of Q1 2026.
  • Van Diest Capital sold 880 Duke Energy shares in Q1 2026, an estimated $110K.
  • Duke Energy made up 0.27% of Van Diest Capital's portfolio in Q1 2026, its #106 holding.
  • Van Diest Capital first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • Van Diest Capital's Duke Energy position peaked at $408K in Q4 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Van Diest Capital's 13F filing for Q1 2026, filed 15 May 2026.