Waycross Partners’s Duke Energy DUK Stock Holding History

Waycross Partners’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	$401K	Hold	3,061	–	–	0.04%	58
2025 Q4	$359K	Hold	3,061	–	–	0.03%	79
2025 Q3	$379K	Hold	3,061	–	–	0.03%	79
2025 Q2	$361K	Buy	+3,061	New	+$361K	0.03%	77

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waycross Partners's DUK Position: Q1 2026 in Review

Waycross Partners held its Duke Energy (DUK) position steady in Q1 2026 at 3,061 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #58.

Waycross Partners first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Waycross Partners held 3,061 shares of Duke Energy worth $401K as of Q1 2026.
Waycross Partners left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.04% of Waycross Partners's portfolio in Q1 2026, its #58 holding.
Waycross Partners first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Waycross Partners's 13F filing for Q1 2026, filed 7 May 2026.