Boyd Watterson Asset Management’s Duke Energy DUK Stock Holding History

Boyd Watterson Asset 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	$62.7K	Hold	479	–	–	0.02%	170
2025 Q4	$56.1K	Sell	479 -8	-2%	-$977	0.02%	178
2025 Q3	$60.3K	Sell	487 -4	-0.8%	-$485	0.02%	166
2025 Q2	$57.9K	Sell	491 -95	-16%	-$11.2K	0.02%	178
2025 Q1	$71.5K	Sell	586 -89	-13%	-$10.1K	0.02%	168
2024 Q4	$72.7K	Hold	675	–	–	0.02%	165
2024 Q3	$77.8K	Sell	675 -22	-3%	-$2.45K	0.02%	162
2024 Q2	$69.9K	Hold	697	–	–	0.02%	162
2024 Q1	$67.4K	Hold	697	–	–	0.02%	163
2023 Q4	$67.6K	Hold	697	–	–	0.03%	165
2023 Q3	$61.5K	Hold	697	–	–	0.03%	168
2023 Q2	$62.5K	Hold	697	–	–	0.02%	171
2023 Q1	$67.2K	Hold	697	–	–	0.03%	176
2022 Q4	$71.8K	Buy	+697	New	+$66.9K	0.03%	172

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

Boyd Watterson Asset Management's DUK Position: Q1 2026 in Review

Boyd Watterson Asset Management held its Duke Energy (DUK) position steady in Q1 2026 at 479 shares worth $62.7K. The position accounts for 0.02% of the portfolio, ranked #170.

Boyd Watterson Asset Management first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. The position peaked at $77.8K in Q3 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Boyd Watterson Asset Management held 479 shares of Duke Energy worth $62.7K as of Q1 2026.
Boyd Watterson Asset Management left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.02% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #170 holding.
Boyd Watterson Asset Management first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
Boyd Watterson Asset Management's Duke Energy position peaked at $77.8K in Q3 2024.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.