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Vise Technologies’s Duke Energy DUK Stock Holding History

Vise Technologies’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 		$5.02M Hold
42,863
– – 0.1% 165
2025
Q4 		$5.02M Buy
42,863
+10,294
+32% +$1.26M 0.1% 166
2025
Q3 		$4.03M Sell
32,569
-4,452
-12% -$540K 0.15% 139
2025
Q2 		$4.37M Buy
+37,021
New +$4.37M 0.18% 125
2024
Q4 		$1.86M Buy
17,249
+4,904
+40% +$556K 0.15% 141
2024
Q3 		$1.42M Buy
12,345
+2,781
+29% +$310K 0.18% 117
2024
Q2 		$959K Buy
9,564
+528
+6% +$52.8K 0.17% 127
2024
Q1 		$874K Sell
9,036
-676
-7% -$64.1K 0.17% 125
2023
Q4 		$942K Sell
9,712
-125
-1% -$11.4K 0.2% 117
2023
Q3 		$868K Buy
9,837
+439
+5% +$40.2K 0.21% 113
2023
Q2 		$843K Buy
9,398
+3,879
+70% +$366K 0.2% 108
2023
Q1 		$532K Buy
5,519
+326
+6% +$32.2K 0.14% 154
2022
Q4 		$535K Buy
5,193
+537
+12% +$51.5K 0.17% 136
2022
Q3 		$433K Buy
4,656
+1,811
+64% +$194K 0.16% 147
2022
Q2 		$305K Buy
+2,845
New +$313K 0.12% 194

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

Vise Technologies's DUK Position: Q1 2026 in Review

Vise Technologies held its Duke Energy (DUK) position steady in Q1 2026 at 42,863 shares worth $5.02M. The position accounts for 0.1% of the portfolio, ranked #165.

Vise Technologies first reported a position in DUK in Q2 2022 and has held it in 15 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Vise Technologies held 42,863 shares of Duke Energy worth $5.02M as of Q1 2026.
  • Vise Technologies left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.1% of Vise Technologies's portfolio in Q1 2026, its #165 holding.
  • Vise Technologies first reported a position in Duke Energy in Q2 2022 and has held it in 15 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.