WPC
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White Pine Capital’s Duke Energy DUK Stock Holding History

White Pine Capital’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 		$659K Buy
5,033
+1,365
+37% +$171K 0.19% 134
2025
Q4 		$430K Buy
3,668
+1,065
+41% +$130K 0.12% 170
2025
Q3 		$322K Buy
2,603
+649
+33% +$78.8K 0.09% 195
2025
Q2 		$231K Buy
+1,954
New +$231K 0.07% 214

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

White Pine Capital's DUK Position: Q1 2026 in Review

White Pine Capital increased its Duke Energy (DUK) stake by 37% in Q1 2026, buying an estimated $171K and bringing the position to 5,033 shares worth $659K. The position accounts for 0.19% of the portfolio, ranked #134.

White Pine Capital 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.

  • White Pine Capital held 5,033 shares of Duke Energy worth $659K as of Q1 2026.
  • White Pine Capital bought 1,365 Duke Energy shares in Q1 2026, an estimated $171K.
  • Duke Energy made up 0.19% of White Pine Capital's portfolio in Q1 2026, its #134 holding.
  • White Pine Capital 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 White Pine Capital's 13F filing for Q1 2026, filed 11 May 2026.