YDMI
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Y.D. More Investments’s Duke Energy DUK Stock Holding History

Y.D. More Investments’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 		$840 Buy
2,031
+190
+10% +$23.8K ﹤0.01% 420
2025
Q4 		$676 Buy
1,841
+822
+81% +$100K ﹤0.01% 422
2025
Q3 		$381 Sell
1,019
-245
-19% -$29.7K ﹤0.01% 409
2025
Q2 		$438 Buy
1,264
+33
+3% +$3.89K ﹤0.01% 406
2025
Q1 		$404 Sell
1,231
-51
-4% -$5.81K ﹤0.01% 423
2024
Q4 		$379 Buy
1,282
+22
+2% +$2.49K ﹤0.01% 405
2024
Q3 		$392 Buy
1,260
+51
+4% +$5.68K ﹤0.01% 385
2024
Q2 		$322 Buy
+1,209
New +$121K ﹤0.01% 394

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

Y.D. More Investments's DUK Position: Q1 2026 in Review

Y.D. More Investments increased its Duke Energy (DUK) stake by 10% in Q1 2026, buying an estimated $23.8K and bringing the position to 2,031 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Y.D. More Investments first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Y.D. More Investments held 2,031 shares of Duke Energy worth $840 as of Q1 2026.
  • Y.D. More Investments bought 190 Duke Energy shares in Q1 2026, an estimated $23.8K.
  • Duke Energy made up ﹤0.01% of Y.D. More Investments's portfolio in Q1 2026, its #420 holding.
  • Y.D. More Investments first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.