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Whipplewood Advisors’s Duke Energy DUK Stock Holding History

Whipplewood 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 		$178K Buy
1,359
+367
+37% +$45.9K 0.09% 140
2025
Q4 		$116K Buy
992
+7
+0.7% +$855 0.07% 150
2025
Q3 		$122K Sell
985
-674
-41% -$81.8K 0.08% 143
2025
Q2 		$196K Buy
1,659
+124
+8% +$14.6K 0.11% 170
2025
Q1 		$202K Sell
1,535
-101
-6% -$11.5K 0.12% 157
2024
Q4 		$176K Buy
+1,636
New +$185K 0.1% 172

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

Whipplewood Advisors's DUK Position: Q1 2026 in Review

Whipplewood Advisors increased its Duke Energy (DUK) stake by 37% in Q1 2026, buying an estimated $45.9K and bringing the position to 1,359 shares worth $178K. The position accounts for 0.09% of the portfolio, ranked #140.

Whipplewood Advisors first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $202K in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Whipplewood Advisors held 1,359 shares of Duke Energy worth $178K as of Q1 2026.
  • Whipplewood Advisors bought 367 Duke Energy shares in Q1 2026, an estimated $45.9K.
  • Duke Energy made up 0.09% of Whipplewood Advisors's portfolio in Q1 2026, its #140 holding.
  • Whipplewood Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Duke Energy position peaked at $202K in Q1 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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