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Warm Springs Advisors’s Duke Energy DUK Stock Holding History

Warm Springs Advisors’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 		$300K Hold
2,291
– – 0.25% 45
2025
Q4 		$269K Hold
2,291
– – 0.21% 47
2025
Q3 		$284K Hold
2,291
– – 0.22% 45
2025
Q2 		$270K Sell
2,291
-414
-15% -$48.9K 0.23% 44
2025
Q1 		$330K Buy
2,705
+100
+4% +$11.4K 0.33% 45
2024
Q4 		$281K Buy
+2,605
New +$295K 0.26% 48

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Warm Springs Advisors's DUK Position: Q1 2026 in Review

Warm Springs Advisors held its Duke Energy (DUK) position steady in Q1 2026 at 2,291 shares worth $300K. The position accounts for 0.25% of the portfolio, ranked #45.

Warm Springs Advisors first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $330K in Q1 2025. 2,475 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Warm Springs Advisors held 2,291 shares of Duke Energy worth $300K as of Q1 2026.
  • Warm Springs Advisors left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.25% of Warm Springs Advisors's portfolio in Q1 2026, its #45 holding.
  • Warm Springs Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Warm Springs Advisors's Duke Energy position peaked at $330K in Q1 2025.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.