Winnow Wealth’s Duke Energy DUK Stock Holding History

Winnow Wealth’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	–	Sell	-25	Closed	-$2.95K	–	251
2025 Q4	$2.95K	Hold	25	–	–	﹤0.01%	332
2025 Q3	$3.1K	Sell	25 -75	-75%	-$9.1K	﹤0.01%	302
2025 Q2	$11.8K	Buy	100 +75	+300%	+$8.85K	0.01%	127
2025 Q1	$2.95K	Buy	25 +9	+56%	+$1.03K	﹤0.01%	275
2024 Q4	$1.69K	Buy	+16	New	+$1.81K	﹤0.01%	287

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

Winnow Wealth's DUK Position: Q1 2026 in Review

Winnow Wealth sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 25 shares — an estimated $2.95K sold.

Winnow Wealth first reported a position in DUK in Q4 2024 and held it in 5 quarters. The position peaked at $11.8K in Q2 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Winnow Wealth reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 25 Duke Energy shares in Q1 2026, an estimated $2.95K.
Winnow Wealth first reported a position in Duke Energy in Q4 2024 and held it in 5 quarters.
Winnow Wealth's Duke Energy position peaked at $11.8K in Q2 2025.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.