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Van Strum & Towne’s Duke Energy DUK Stock Holding History

Van Strum & Towne’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 		$385K Buy
2,941
+2
+0.1% +$250 0.11% 84
2025
Q4 		$344K Hold
2,939
– – 0.1% 96
2025
Q3 		$364K Hold
2,939
– – 0.11% 92
2025
Q2 		$347K Hold
2,939
– – 0.11% 90
2025
Q1 		$358K Buy
+2,939
New +$335K 0.12% 87

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 Strum & Towne's DUK Position: Q1 2026 in Review

Van Strum & Towne increased its Duke Energy (DUK) stake by 0.07% in Q1 2026, buying an estimated $250 and bringing the position to 2,941 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #84.

Van Strum & Towne first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Van Strum & Towne held 2,941 shares of Duke Energy worth $385K as of Q1 2026.
  • Van Strum & Towne bought 2 Duke Energy shares in Q1 2026, an estimated $250.
  • Duke Energy made up 0.11% of Van Strum & Towne's portfolio in Q1 2026, its #84 holding.
  • Van Strum & Towne first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.