WealthCollab’s Duke Energy DUK Stock Holding History

WealthCollab’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	$13.4K	Hold	102	–	–	0.01%	471
2025 Q4	$12K	Buy	102 +10	+11%	+$1.22K	﹤0.01%	513
2025 Q3	$11.4K	Hold	92	–	–	0.01%	495
2025 Q2	$10.9K	Hold	92	–	–	0.01%	476
2025 Q1	$11.2K	Buy	92 +63	+217%	+$7.18K	0.01%	442
2024 Q4	$3.13K	Hold	29	–	–	﹤0.01%	678
2024 Q3	$3.34K	Hold	29	–	–	﹤0.01%	691
2024 Q2	$2.91K	Hold	29	–	–	﹤0.01%	697
2024 Q1	$2.81K	Sell	29 -2	-6%	-$190	﹤0.01%	706
2023 Q4	$3.01K	Buy	+31	New	+$2.82K	﹤0.01%	677

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

WealthCollab's DUK Position: Q1 2026 in Review

WealthCollab held its Duke Energy (DUK) position steady in Q1 2026 at 102 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #471.

WealthCollab first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

WealthCollab held 102 shares of Duke Energy worth $13.4K as of Q1 2026.
WealthCollab left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.01% of WealthCollab's portfolio in Q1 2026, its #471 holding.
WealthCollab first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.