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Aigen Investment Management’s Duke Energy DUK Stock Holding History

Aigen Investment Management’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
-2,117
Closed -$248K – 594
2025
Q4 		$248K Sell
2,117
-8,024
-79% -$980K 0.06% 410
2025
Q3 		$1.25M Buy
+10,141
New +$1.23M 0.19% 152
2025
Q1 		– Sell
-11,593
Closed -$1.25M – 818
2024
Q4 		$1.25M Sell
11,593
-7,430
-39% -$842K 0.22% 132
2024
Q3 		$2.19M Buy
19,023
+13,557
+248% +$1.51M 0.43% 39
2024
Q2 		$548K Buy
+5,466
New +$547K 0.11% 277
2023
Q2 		– Sell
-4,514
Closed -$435K – 799
2023
Q1 		$435K Buy
4,514
+1,079
+31% +$107K 0.06% 344
2022
Q4 		$354K Sell
3,435
-23,472
-87% -$2.25M 0.05% 337
2022
Q3 		$2.5M Buy
+26,907
New +$2.89M 0.36% 76
2022
Q1 		– Sell
-7,642
Closed -$787K – 684
2021
Q4 		$787K Buy
+7,642
New +$775K 0.05% 489
2021
Q2 		– Sell
-13,655
Closed -$1.32M – 538
2021
Q1 		$1.32M Sell
13,655
-19,838
-59% -$1.81M 0.17% 143
2020
Q4 		$3.07M Buy
33,493
+6,758
+25% +$625K 0.4% 53
2020
Q3 		$2.37M Buy
26,735
+12,269
+85% +$1.01M 0.3% 86
2020
Q2 		$1.16M Sell
14,466
-87,611
-86% -$7.4M 0.15% 217
2020
Q1 		$8.26M Buy
+102,077
New +$9.38M 1.1% 3

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

Aigen Investment Management's DUK Position: Q1 2026 in Review

Aigen Investment Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 2,117 shares — an estimated $248K sold.

Aigen Investment Management first reported a position in DUK in Q1 2020 and held it in 14 quarters. The position peaked at $8.26M in Q1 2020. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Aigen Investment Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Aigen Investment Management sold 2,117 Duke Energy shares in Q1 2026, an estimated $248K.
  • Aigen Investment Management first reported a position in Duke Energy in Q1 2020 and held it in 14 quarters.
  • Aigen Investment Management's Duke Energy position peaked at $8.26M in Q1 2020.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.