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BOLTON SECURITIES CORPORATION’s Duke Energy DUK Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$788K Buy
+6,019
New +$752K 0.04% 415
2025
Q3 		$502K Buy
+4,053
New +$492K 0.02% 514
2025
Q1 		$450K Buy
+3,687
New +$420K 0.03% 508

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DUK Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Duke Energy (DUK) in Q1 2026: 6,019 shares worth $788K. The stake represents 0.04% of the portfolio and ranks #415 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in DUK as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in DUK in Q1 2025 and has held it in 3 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 6,019 shares of Duke Energy worth $788K as of Q1 2026.
  • Duke Energy was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Duke Energy made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #415 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Duke Energy in Q1 2025 and has held it in 3 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.