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Vinva Investment Management’s Duke Energy DUK Stock Holding History

Vinva Investment Management’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 		$12.7M Buy
96,784
+8,279
+9% +$1.04M 0.16% 148
2025
Q4 		$10.4M Buy
88,505
+41,389
+88% +$5.05M 0.13% 157
2025
Q3 		$5.79M Buy
47,116
+10,421
+28% +$1.26M 0.11% 175
2025
Q2 		$4.29M Buy
36,695
+13,666
+59% +$1.61M 0.11% 179
2025
Q1 		$2.75M Buy
23,029
+1,036
+5% +$118K 0.11% 191
2024
Q4 		$2.37M Buy
21,993
+9,726
+79% +$1.1M 0.09% 206
2024
Q3 		$1.42M Sell
12,267
-1,339
-10% -$149K 0.06% 257
2024
Q2 		$1.37M Buy
13,606
+2,125
+19% +$213K 0.07% 252
2024
Q1 		$1.11M Buy
11,481
+2,581
+29% +$245K 0.06% 279
2023
Q4 		$863K Buy
8,900
+6,321
+245% +$575K 0.06% 279
2023
Q3 		$229K Sell
2,579
-13,321
-84% -$1.22M 0.02% 347
2023
Q2 		$1.41M Sell
15,900
-7,667
-33% -$724K 0.12% 183
2023
Q1 		$2.27M Buy
+23,567
New +$2.33M 0.19% 137

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

Vinva Investment Management's DUK Position: Q1 2026 in Review

Vinva Investment Management increased its Duke Energy (DUK) stake by 9.4% in Q1 2026, buying an estimated $1.04M and bringing the position to 96,784 shares worth $12.7M. The position accounts for 0.16% of the portfolio, ranked #148.

Vinva Investment Management first reported a position in DUK in Q1 2023 and has held it in 13 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Vinva Investment Management held 96,784 shares of Duke Energy worth $12.7M as of Q1 2026.
  • Vinva Investment Management bought 8,279 Duke Energy shares in Q1 2026, an estimated $1.04M.
  • Duke Energy made up 0.16% of Vinva Investment Management's portfolio in Q1 2026, its #148 holding.
  • Vinva Investment Management first reported a position in Duke Energy in Q1 2023 and has held it in 13 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Vinva Investment Management's 13F filing for Q1 2026, filed 14 May 2026.