VCM
DUK icon

Voleon Capital Management’s Duke Energy DUK Stock Holding History

Voleon Capital 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 		$1.89M Buy
+14,415
New +$1.8M 0.04% 343
2025
Q4 		– Sell
-11,663
Closed -$1.44M – 849
2025
Q3 		$1.44M Buy
11,663
+4,185
+56% +$508K 0.04% 358
2025
Q2 		$882K Buy
+7,478
New +$882K 0.05% 254
2025
Q1 		– Sell
-2,384
Closed -$257K – 357
2024
Q4 		$257K Buy
+2,384
New +$270K 0.02% 297

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

Voleon Capital Management's DUK Position: Q1 2026 in Review

Voleon Capital Management opened a new position in Duke Energy (DUK) in Q1 2026: 14,415 shares worth $1.89M. The stake represents 0.04% of the portfolio and ranks #343 among its holdings. This is a return to the name: Voleon Capital Management previously reported a position in DUK as recently as Q3 2025.

Voleon Capital Management first reported a position in DUK in Q4 2024 and has held it in 4 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Voleon Capital Management held 14,415 shares of Duke Energy worth $1.89M as of Q1 2026.
  • Duke Energy was a new Voleon Capital Management position in Q1 2026.
  • Duke Energy made up 0.04% of Voleon Capital Management's portfolio in Q1 2026, its #343 holding.
  • Voleon Capital Management first reported a position in Duke Energy in Q4 2024 and has held it in 4 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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