C.M. Bidwell & Associates’s Duke Energy DUK Stock Holding History

C.M. Bidwell & 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	$121K	Sell	926 -15	-2%	-$1.88K	0.06%	170
2025 Q4	$110K	Hold	941	–	–	0.05%	176
2025 Q3	$116K	Hold	941	–	–	0.06%	169
2025 Q2	$111K	Buy	941 +165	+21%	+$19.5K	0.06%	166
2025 Q1	$94.6K	Buy	776 +40	+5%	+$4.56K	0.06%	167
2024 Q4	$79.3K	Hold	736	–	–	0.05%	188
2024 Q3	$84.9K	Buy	736 +28	+4%	+$3.12K	0.05%	183
2024 Q2	$71K	Hold	708	–	–	0.05%	208
2024 Q1	$68.5K	Buy	+708	New	+$67.2K	0.05%	212
2022 Q3	–	Sell	-1,460	Closed	-$157K	–	493
2022 Q2	$157K	Sell	1,460 -40	-3%	-$4.4K	0.12%	151
2022 Q1	$167K	Sell	1,500 -5	-0.3%	-$519	0.11%	184
2021 Q4	$158K	Sell	1,505 -99	-6%	-$10K	0.1%	195
2021 Q3	$157K	Sell	1,604 -48	-3%	-$4.97K	0.1%	190
2021 Q2	$163K	Buy	1,652 +152	+10%	+$15.3K	0.11%	185
2021 Q1	$145K	Buy	+1,500	New	+$137K	0.11%	181
2020 Q4	–	Sell	-1,545	Closed	-$137K	–	494
2020 Q3	$137K	Buy	+1,545	New	+$127K	0.13%	163
2020 Q2	–	Sell	-2,040	Closed	-$165K	–	410
2020 Q1	$165K	Buy	+2,040	New	+$187K	0.17%	123
2019 Q4	–	Sell	-1,835	Closed	-$176K	–	417
2019 Q3	$176K	Buy	+1,835	New	+$167K	0.17%	139

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

C.M. Bidwell & Associates's DUK Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Duke Energy (DUK) stake by 1.6% in Q1 2026, selling an estimated $1.88K and leaving 926 shares worth $121K. The position accounts for 0.06% of the portfolio, ranked #170.

C.M. Bidwell & Associates first reported a position in DUK in Q3 2019 and has held it in 18 quarters since. The position peaked at $176K in Q3 2019. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

C.M. Bidwell & Associates held 926 shares of Duke Energy worth $121K as of Q1 2026.
C.M. Bidwell & Associates sold 15 Duke Energy shares in Q1 2026, an estimated $1.88K.
Duke Energy made up 0.06% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #170 holding.
C.M. Bidwell & Associates first reported a position in Duke Energy in Q3 2019 and has held it in 18 quarters since.
C.M. Bidwell & Associates's Duke Energy position peaked at $176K in Q3 2019.
2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.