Boston Research & Management’s Duke Energy DUK Stock Holding History

Boston Research & 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	$5.99M	Buy	45,712 +305	+0.7%	+$38.1K	1.42%	30
2025 Q4	$5.32M	Sell	45,407 -130	-0.3%	-$15.9K	1.23%	32
2025 Q3	$5.63M	Sell	45,537 -118	-0.3%	-$14.3K	1.24%	33
2025 Q2	$5.39M	Buy	45,655 +1,128	+3%	+$133K	1.29%	32
2025 Q1	$5.43M	Sell	44,527 -1,435	-3%	-$164K	1.35%	30
2024 Q4	$4.95M	Sell	45,962 -158	-0.3%	-$17.9K	1.22%	36
2024 Q3	$5.32M	Buy	46,120 +297	+0.6%	+$33.1K	1.25%	37
2024 Q2	$4.59M	Buy	45,823 +617	+1%	+$61.7K	1.16%	39
2024 Q1	$4.37M	Buy	45,206 +1,109	+3%	+$105K	1.08%	45
2023 Q4	$4.28M	Buy	44,097 +3,022	+7%	+$275K	1.14%	41
2023 Q3	$3.63M	Buy	41,075 +1,215	+3%	+$111K	1.07%	45
2023 Q2	$3.58M	Buy	39,860 +1,347	+3%	+$127K	1.01%	46
2023 Q1	$3.71M	Buy	38,513 +600	+2%	+$59.3K	1.11%	44
2022 Q4	$3.9M	Buy	37,913 +189	+0.5%	+$18.1K	1.21%	40
2022 Q3	$3.51M	Sell	37,724 -35	-0.1%	-$3.76K	1.2%	40
2022 Q2	$4.05M	Buy	37,759 +80	+0.2%	+$8.8K	1.31%	35
2022 Q1	$4.21M	Sell	37,679 -1,100	-3%	-$114K	1.22%	40
2021 Q4	$4.07M	Buy	38,779 +685	+2%	+$69.4K	1.11%	38
2021 Q3	$3.72M	Buy	38,094 +200	+0.5%	+$20.7K	1.11%	38
2021 Q2	$3.74M	Buy	37,894 +1,020	+3%	+$102K	1.13%	37
2021 Q1	$3.56M	Buy	36,874 +6,195	+20%	+$565K	1.15%	39
2020 Q4	$2.81M	Buy	30,679 +3,398	+12%	+$314K	0.98%	40
2020 Q3	$2.42M	Buy	27,281 +8,957	+49%	+$738K	0.94%	39
2020 Q2	$1.46M	Buy	18,324 +10,465	+133%	+$884K	0.61%	54
2020 Q1	$635K	Hold	7,859	–	–	0.32%	63
2019 Q4	$716K	Hold	7,859	–	–	0.27%	65
2019 Q3	$753K	Hold	7,859	–	–	0.3%	64
2019 Q2	$693K	Hold	7,859	–	–	0.28%	67
2019 Q1	$707K	Hold	7,859	–	–	0.29%	67
2018 Q4	$678K	Hold	7,859	–	–	0.32%	65
2018 Q3	$628K	Hold	7,859	–	–	0.29%	66
2018 Q2	$621K	Sell	7,859 -548	-7%	-$42.1K	0.31%	66
2018 Q1	$651K	Hold	8,407	–	–	0.33%	65
2017 Q4	$707K	Hold	8,407	–	–	0.35%	63
2017 Q3	$705K	Hold	8,407	–	–	0.36%	63
2017 Q2	$702K	Hold	8,407	–	–	0.38%	63
2017 Q1	$689K	Hold	8,407	–	–	0.38%	65
2016 Q4	$652K	Buy	8,407 +4	+0%	+$306	0.37%	66
2016 Q3	$672K	Buy	8,403 +156	+2%	+$12.9K	0.39%	64
2016 Q2	$707K	Hold	8,247	–	–	0.43%	61
2016 Q1	$665K	Hold	8,247	–	–	0.41%	64
2015 Q4	$588K	Sell	8,247 -838	-9%	-$58.9K	0.37%	68
2015 Q3	$653K	Hold	9,085	–	–	0.43%	69
2015 Q2	$641K	Hold	9,085	–	–	0.41%	65
2015 Q1	$697K	Hold	9,085	–	–	0.44%	65
2014 Q4	$758K	Buy	9,085 +300	+3%	+$24.2K	0.48%	64
2014 Q3	$656K	Hold	8,785	–	–	0.44%	64
2014 Q2	$651K	Hold	8,785	–	–	0.45%	63
2014 Q1	$625K	Buy	8,785 +538	+7%	+$37.5K	0.46%	64
2013 Q4	$569K	Sell	8,247 -184	-2%	-$12.9K	0.44%	62
2013 Q3	$563K	Buy	8,431 +184	+2%	+$12.6K	0.48%	62
2013 Q2	$556K	Buy	+8,247	New	+$583K	0.49%	62

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

Boston Research & Management's DUK Position: Q1 2026 in Review

Boston Research & Management increased its Duke Energy (DUK) stake by 0.67% in Q1 2026, buying an estimated $38.1K and bringing the position to 45,712 shares worth $5.99M. The position accounts for 1.42% of the portfolio, ranked #30.

Boston Research & Management first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Boston Research & Management held 45,712 shares of Duke Energy worth $5.99M as of Q1 2026.
Boston Research & Management bought 305 Duke Energy shares in Q1 2026, an estimated $38.1K.
Duke Energy made up 1.42% of Boston Research & Management's portfolio in Q1 2026, its #30 holding.
Boston Research & Management first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.