Baldwin Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $959K | Sell |
7,322
-504
| -6% | -$63K | 0.11% | 109 |
|
|
2025
Q4 | $917K | Sell |
7,826
-118
| -1% | -$14.4K | 0.1% | 118 |
|
|
2025
Q3 | $983K | Buy |
7,944
+455
| +6% | +$55.2K | 0.11% | 114 |
|
|
2025
Q2 | $884K | Sell |
7,489
-45
| -0.6% | -$5.31K | 0.11% | 123 |
|
|
2025
Q1 | $919K | Buy |
7,534
+688
| +10% | +$78.4K | 0.11% | 107 |
|
|
2024
Q4 | $738K | Sell |
6,846
-1,787
| -21% | -$202K | 0.1% | 121 |
|
|
2024
Q3 | $995K | Sell |
8,633
-215
| -2% | -$23.9K | 0.12% | 109 |
|
|
2024
Q2 | $887K | Buy |
8,848
+66
| +0.8% | +$6.6K | 0.12% | 114 |
|
|
2024
Q1 | $849K | Buy |
8,782
+500
| +6% | +$47.4K | 0.12% | 117 |
|
|
2023
Q4 | $804K | Sell |
8,282
-150
| -2% | -$13.6K | 0.13% | 108 |
|
|
2023
Q3 | $744K | Sell |
8,432
-1,325
| -14% | -$121K | 0.12% | 107 |
|
|
2023
Q2 | $876K | Sell |
9,757
-200
| -2% | -$18.9K | 0.14% | 100 |
|
|
2023
Q1 | $961K | Buy |
9,957
+3
| +0% | +$296 | 0.17% | 89 |
|
|
2022
Q4 | $1.03M | Sell |
9,954
-150
| -1% | -$14.4K | 0.19% | 82 |
|
|
2022
Q3 | $940 | Buy |
10,104
+325
| +3% | +$34.9K | 0.19% | 90 |
|
|
2022
Q2 | $1.05K | Sell |
9,779
-400
| -4% | -$44K | 0.2% | 86 |
|
|
2022
Q1 | $1.14K | Buy |
10,179
+5
| +0% | +$519 | 0.17% | 94 |
|
|
2021
Q4 | $1.07K | Hold |
10,174
| – | – | 0.17% | 99 |
|
|
2021
Q3 | $993K | Buy |
10,174
+184
| +2% | +$19K | 0.17% | 99 |
|
|
2021
Q2 | $986K | Sell |
9,990
-1,067
| -10% | -$107K | 0.17% | 100 |
|
|
2021
Q1 | $1.07M | Sell |
11,057
-1,383
| -11% | -$126K | 0.19% | 95 |
|
|
2020
Q4 | $1.14M | Buy |
12,440
+1,950
| +19% | +$180K | 0.23% | 80 |
|
|
2020
Q3 | $929K | Buy |
10,490
+6,642
| +173% | +$547K | 0.22% | 81 |
|
|
2020
Q2 | $307K | Hold |
3,848
| – | – | 0.1% | 124 |
|
|
2020
Q1 | $311K | Hold |
3,848
| – | – | 0.11% | 112 |
|
|
2019
Q4 | $351K | Hold |
3,848
| – | – | 0.09% | 130 |
|
|
2019
Q3 | $369K | Hold |
3,848
| – | – | 0.11% | 129 |
|
|
2019
Q2 | $340K | Buy |
3,848
+799
| +26% | +$70.6K | 0.1% | 131 |
|
|
2019
Q1 | $274K | Buy |
3,049
+100
| +3% | +$8.82K | 0.08% | 142 |
|
|
2018
Q4 | $254K | Hold |
2,949
| – | – | 0.08% | 134 |
|
|
2018
Q3 | $236K | Sell |
2,949
-100
| -3% | -$8.09K | 0.07% | 153 |
|
|
2018
Q2 | $241K | Buy |
+3,049
| New | +$235K | 0.08% | 154 |
|
|
2014
Q2 | – | Sell |
-2,889
| Closed | -$206K | – | 134 |
|
|
2014
Q1 | $206K | Buy |
+2,889
| New | +$201K | 0.09% | 130 |
|
Other funds holding DUK
VCM
VPM
Baldwin Investment Management's DUK Position: Q1 2026 in Review
Baldwin Investment Management reduced its Duke Energy (DUK) stake by 6.4% in Q1 2026, selling an estimated $63K and leaving 7,322 shares worth $959K. The position accounts for 0.11% of the portfolio, ranked #109.
Baldwin Investment Management first reported a position in DUK in Q1 2014 and has held it in 33 quarters since. The position peaked at $1.14M in Q4 2020. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Baldwin Investment Management held 7,322 shares of Duke Energy worth $959K as of Q1 2026.
- Baldwin Investment Management sold 504 Duke Energy shares in Q1 2026, an estimated $63K.
- Duke Energy made up 0.11% of Baldwin Investment Management's portfolio in Q1 2026, its #109 holding.
- Baldwin Investment Management first reported a position in Duke Energy in Q1 2014 and has held it in 33 quarters since.
- Baldwin Investment Management's Duke Energy position peaked at $1.14M in Q4 2020.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.