B. Metzler seel. Sohn & Co’s Duke Energy DUK Stock Holding History

B. Metzler seel. Sohn & Co’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	$2.1M	Buy	16,042 +209	+1%	+$26.1K	0.02%	372
2025 Q4	$1.86M	Hold	15,833	–	–	0.02%	425
2025 Q3	$1.96M	Hold	15,833	–	–	0.02%	401
2025 Q2	$1.87M	Hold	15,833	–	–	0.02%	399
2025 Q1	$1.93M	Hold	15,833	–	–	0.02%	363
2024 Q4	$1.71M	Hold	15,833	–	–	0.02%	407
2024 Q3	$1.83M	Hold	15,833	–	–	0.02%	412
2024 Q2	$1.59M	Hold	15,833	–	–	0.02%	420
2024 Q1	$1.53M	Buy	15,833 +1,074	+7%	+$102K	0.02%	428
2023 Q4	$1.43M	Buy	14,759 +926	+7%	+$84.2K	0.02%	432
2023 Q3	$1.22M	Sell	13,833 -11,580	-46%	-$1.06M	0.02%	424
2023 Q2	$2.28M	Hold	25,413	–	–	0.03%	342
2023 Q1	$2.45M	Sell	25,413 -21,064	-45%	-$2.08M	0.04%	255
2022 Q4	$4.79M	Sell	46,477 -754	-2%	-$72.4K	0.08%	160
2022 Q3	$4.39M	Buy	47,231 +1,880	+4%	+$202K	0.08%	166
2022 Q2	$4.86M	Sell	45,351 -103	-0.2%	-$11.3K	0.08%	169
2022 Q1	$5.08M	Buy	45,454 +236	+0.5%	+$24.5K	0.07%	184
2021 Q4	$4.74M	Sell	45,218 -18,416	-29%	-$1.87M	0.06%	196
2021 Q3	$6.21M	Sell	63,634 -789	-1%	-$81.7K	0.09%	140
2021 Q2	$6.36M	Buy	64,423 +933	+1%	+$93.7K	0.09%	131
2021 Q1	$6.13M	Hold	63,490	–	–	0.1%	131
2020 Q4	$6.18M	Buy	+63,490	New	+$5.87M	0.12%	119

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

B. Metzler seel. Sohn & Co's DUK Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co increased its Duke Energy (DUK) stake by 1.3% in Q1 2026, buying an estimated $26.1K and bringing the position to 16,042 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #372.

B. Metzler seel. Sohn & Co first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.36M in Q2 2021. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

B. Metzler seel. Sohn & Co held 16,042 shares of Duke Energy worth $2.1M as of Q1 2026.
B. Metzler seel. Sohn & Co bought 209 Duke Energy shares in Q1 2026, an estimated $26.1K.
Duke Energy made up 0.02% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #372 holding.
B. Metzler seel. Sohn & Co first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
B. Metzler seel. Sohn & Co's Duke Energy position peaked at $6.36M in Q2 2021.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.