Bender Robert & Associates’s Duke Energy DUK Stock Holding History

Bender Robert & Associates’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	$229K	Hold	1,748	–	–	0.05%	41
2025 Q4	$205K	Sell	1,748 -100	-5%	-$12.2K	0.04%	39
2025 Q3	$229K	Hold	1,848	–	–	0.05%	43
2025 Q2	$218K	Hold	1,848	–	–	0.05%	41
2025 Q1	$225K	Buy	+1,848	New	+$211K	0.06%	38
2024 Q1	–	Sell	-2,080	Closed	-$202K	–	45
2023 Q4	$202K	Buy	+2,080	New	+$189K	0.05%	47
2023 Q3	–	Sell	-2,290	Closed	-$206K	–	49
2023 Q2	$206K	Sell	2,290 -259	-10%	-$24.4K	0.06%	46
2023 Q1	$246K	Sell	2,549 -77	-3%	-$7.61K	0.08%	47
2022 Q4	$270K	Hold	2,626	–	–	0.1%	44
2022 Q3	$244K	Hold	2,626	–	–	0.09%	46
2022 Q2	$282K	Hold	2,626	–	–	0.11%	46
2022 Q1	$293K	Hold	2,626	–	–	0.08%	44
2021 Q4	$256K	Hold	2,626	–	–	0.07%	45
2021 Q3	$256K	Hold	2,626	–	–	0.07%	47
2021 Q2	$259K	Hold	2,626	–	–	0.07%	46
2021 Q1	$253K	Hold	2,626	–	–	0.08%	49
2020 Q4	$240K	Hold	2,626	–	–	0.08%	45
2020 Q3	$233K	Hold	2,626	–	–	0.08%	45
2020 Q2	$210K	Sell	2,626 -105	-4%	-$8.87K	0.08%	46
2020 Q1	$221K	Sell	2,731 -45	-2%	-$4.13K	0.12%	44
2019 Q4	$253K	Hold	2,776	–	–	0.11%	46
2019 Q3	$266K	Hold	2,776	–	–	0.13%	44
2019 Q2	$241K	Buy	2,776 +90	+3%	+$7.96K	0.11%	47
2019 Q1	$242K	Hold	2,686	–	–	0.12%	45
2018 Q4	$232K	Sell	2,686 -25	-0.9%	-$2.13K	0.13%	45
2018 Q3	$217K	Buy	2,711 +80	+3%	+$6.47K	0.1%	48
2018 Q2	$208K	Buy	2,631 +40	+2%	+$3.08K	0.11%	47
2018 Q1	$201K	Sell	2,591 -166	-6%	-$12.8K	0.11%	48
2017 Q4	$232K	Hold	2,757	–	–	0.13%	46
2017 Q3	$231K	Hold	2,757	–	–	0.13%	48
2017 Q2	$230K	Sell	2,757 -130	-5%	-$10.9K	0.14%	45
2017 Q1	$237K	Sell	2,887 -150	-5%	-$11.9K	0.15%	45
2016 Q4	$236K	Buy	3,037 +100	+3%	+$7.66K	0.17%	46
2016 Q3	$235K	Sell	2,937 -77	-3%	-$6.38K	0.16%	46
2016 Q2	$259K	Sell	3,014 -153	-5%	-$12.2K	0.18%	47
2016 Q1	$256K	Sell	3,167 -55	-2%	-$4.16K	0.17%	47
2015 Q4	$230K	Sell	3,222 -10	-0.3%	-$703	0.15%	47
2015 Q3	$233K	Buy	3,232 +205	+7%	+$14.8K	0.16%	47
2015 Q2	$214K	Sell	3,027 -70	-2%	-$5.29K	0.13%	51
2015 Q1	$238K	Buy	3,097 +54	+2%	+$4.38K	0.14%	52
2014 Q4	$254K	Sell	3,043 -10	-0.3%	-$806	0.17%	51
2014 Q3	$228K	Sell	3,053 -96	-3%	-$7K	0.16%	54
2014 Q2	$234K	Sell	3,149 -220	-7%	-$15.8K	0.17%	55
2014 Q1	$240	Buy	3,369 +24	+0.7%	+$1.67K	0.16%	52
2013 Q4	$231K	Hold	3,345	–	–	0.17%	55
2013 Q3	$223K	Buy	3,345 +273	+9%	+$18.6K	0.17%	55
2013 Q2	$207K	Buy	+3,072	New	+$217K	0.18%	55

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

Bender Robert & Associates's DUK Position: Q1 2026 in Review

Bender Robert & Associates held its Duke Energy (DUK) position steady in Q1 2026 at 1,748 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #41.

Bender Robert & Associates first reported a position in DUK in Q2 2013 and has held it in 47 quarters since. The position peaked at $293K in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Bender Robert & Associates held 1,748 shares of Duke Energy worth $229K as of Q1 2026.
Bender Robert & Associates left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.05% of Bender Robert & Associates's portfolio in Q1 2026, its #41 holding.
Bender Robert & Associates first reported a position in Duke Energy in Q2 2013 and has held it in 47 quarters since.
Bender Robert & Associates's Duke Energy position peaked at $293K in Q1 2022.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Bender Robert & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.