Capital Research Global Investors’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 | $587M | Sell |
4,485,760
-556,163
| -11% | -$69.5M | 0.09% | 157 |
|
|
2025
Q4 | $591M | Buy |
5,041,923
+8,698
| +0.2% | +$1.06M | 0.11% | 138 |
|
|
2025
Q3 | $623M | Buy |
5,033,225
+12,758
| +0.3% | +$1.55M | 0.12% | 133 |
|
|
2025
Q2 | $592M | Buy |
5,020,467
+97,601
| +2% | +$11.5M | 0.12% | 133 |
|
|
2025
Q1 | $600M | Sell |
4,922,866
-687,595
| -12% | -$78.4M | 0.13% | 131 |
|
|
2024
Q4 | $604M | Sell |
5,610,461
-4,617,276
| -45% | -$523M | 0.12% | 131 |
|
|
2024
Q3 | $1.18B | Sell |
10,227,737
-193
| -0% | -$21.5K | 0.25% | 92 |
|
|
2024
Q2 | $1.03B | Sell |
10,227,930
-1,265,410
| -11% | -$127M | 0.22% | 91 |
|
|
2024
Q1 | $1.11B | Buy |
11,493,340
+352,320
| +3% | +$33.4M | 0.25% | 84 |
|
|
2023
Q4 | $1.08B | Buy |
11,141,020
+509,039
| +5% | +$46.3M | 0.27% | 86 |
|
|
2023
Q3 | $938M | Buy |
10,631,981
+2,443,600
| +30% | +$224M | 0.26% | 93 |
|
|
2023
Q2 | $735M | Buy |
8,188,381
+1,435,725
| +21% | +$136M | 0.2% | 114 |
|
|
2023
Q1 | $651M | Sell |
6,752,656
-527
| -0% | -$52.1K | 0.19% | 115 |
|
|
2022
Q4 | $696M | Buy |
6,753,183
+493,914
| +8% | +$47.4M | 0.21% | 108 |
|
|
2022
Q3 | $582M | Buy |
6,259,269
+3,184
| +0.1% | +$342K | 0.19% | 113 |
|
|
2022
Q2 | $671M | Sell |
6,256,085
-488,302
| -7% | -$53.7M | 0.21% | 103 |
|
|
2022
Q1 | $753M | Sell |
6,744,387
-199,863
| -3% | -$20.8M | 0.19% | 111 |
|
|
2021
Q4 | $728M | Sell |
6,944,250
-3,850,384
| -36% | -$390M | 0.16% | 131 |
|
|
2021
Q3 | $1.05B | Buy |
10,794,634
+41,931
| +0.4% | +$4.34M | 0.25% | 94 |
|
|
2021
Q2 | $1.06B | Buy |
10,752,703
+1,281,014
| +14% | +$129M | 0.25% | 96 |
|
|
2021
Q1 | $914M | Sell |
9,471,689
-2,375,984
| -20% | -$217M | 0.22% | 105 |
|
|
2020
Q4 | $1.08B | Buy |
11,847,673
+4,808,466
| +68% | +$445M | 0.28% | 88 |
|
|
2020
Q3 | $623M | Buy |
7,039,207
+408,964
| +6% | +$33.7M | 0.19% | 122 |
|
|
2020
Q2 | $530M | Sell |
6,630,243
-189,452
| -3% | -$16M | 0.17% | 128 |
|
|
2020
Q1 | $552M | Buy |
6,819,695
+1,487,470
| +28% | +$137M | 0.22% | 100 |
|
|
2019
Q4 | $486M | Buy |
5,332,225
+3,325,943
| +166% | +$305M | 0.15% | 138 |
|
|
2019
Q3 | $192M | Sell |
2,006,282
-1,175,404
| -37% | -$107M | 0.06% | 210 |
|
|
2019
Q2 | $281M | Buy |
3,181,686
+2,747
| +0.1% | +$243K | 0.09% | 179 |
|
|
2019
Q1 | $286M | Buy |
3,178,939
+1,085
| +0% | +$95.7K | 0.09% | 177 |
|
|
2018
Q4 | $274M | Buy |
3,177,854
+975
| +0% | +$83K | 0.1% | 175 |
|
|
2018
Q3 | $254M | Buy |
3,176,879
+3,879
| +0.1% | +$314K | 0.07% | 208 |
|
|
2018
Q2 | $251M | Sell |
3,173,000
-1,108,600
| -26% | -$85.3M | 0.07% | 218 |
|
|
2018
Q1 | $332M | Sell |
4,281,600
-217,951
| -5% | -$16.8M | 0.09% | 178 |
|
|
2017
Q4 | $378M | Sell |
4,499,551
-4,184,059
| -48% | -$365M | 0.11% | 160 |
|
|
2017
Q3 | $729M | Sell |
8,683,610
-468,687
| -5% | -$40.1M | 0.22% | 116 |
|
|
2017
Q2 | $765M | Sell |
9,152,297
-2,295,500
| -20% | -$193M | 0.24% | 108 |
|
|
2017
Q1 | $939M | Sell |
11,447,797
-2,124,613
| -16% | -$169M | 0.3% | 92 |
|
|
2016
Q4 | $1.05B | Sell |
13,572,410
-3,273,208
| -19% | -$251M | 0.34% | 72 |
|
|
2016
Q3 | $1.35B | Buy |
16,845,618
+4,165,845
| +33% | +$345M | 0.45% | 61 |
|
|
2016
Q2 | $1.09B | Buy |
12,679,773
+929,411
| +8% | +$74.3M | 0.37% | 73 |
|
|
2016
Q1 | $948M | Buy |
11,750,362
+3,480,667
| +42% | +$263M | 0.33% | 80 |
|
|
2015
Q4 | $590M | Buy |
8,269,695
+329,000
| +4% | +$23.1M | 0.2% | 118 |
|
|
2015
Q3 | $571M | Buy |
7,940,695
+830,000
| +12% | +$60.1M | 0.2% | 119 |
|
|
2015
Q2 | $502M | Sell |
7,110,695
-3,615,000
| -34% | -$273M | 0.17% | 141 |
|
|
2015
Q1 | $824M | Sell |
10,725,695
-3,293,639
| -23% | -$267M | 0.28% | 93 |
|
|
2014
Q4 | $1.17B | Buy |
14,019,334
+3,975,000
| +40% | +$321M | 0.4% | 67 |
|
|
2014
Q3 | $751M | Buy |
10,044,334
+4,725,000
| +89% | +$345M | 0.26% | 98 |
|
|
2014
Q2 | $395M | Hold |
5,319,334
| – | – | 0.14% | 153 |
|
|
2014
Q1 | $379M | Sell |
5,319,334
-549,269
| -9% | -$38.3M | 0.14% | 154 |
|
|
2013
Q4 | $405M | Sell |
5,868,603
-848,333
| -13% | -$59.4M | 0.15% | 146 |
|
|
2013
Q3 | $449M | Hold |
6,716,936
| – | – | 0.18% | 133 |
|
|
2013
Q2 | $453M | Buy |
+6,716,936
| New | +$475M | 0.19% | 126 |
|
Other funds holding DUK
VCM
VPM
Capital Research Global Investors's DUK Position: Q1 2026 in Review
Capital Research Global Investors reduced its Duke Energy (DUK) stake by 11% in Q1 2026, selling an estimated $69.5M and leaving 4,485,760 shares worth $587M. The position accounts for 0.09% of the portfolio, ranked #157.
Capital Research Global Investors first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.35B in Q3 2016. 2,475 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Capital Research Global Investors held 4,485,760 shares of Duke Energy worth $587M as of Q1 2026.
- Capital Research Global Investors sold 556,163 Duke Energy shares in Q1 2026, an estimated $69.5M.
- Duke Energy made up 0.09% of Capital Research Global Investors's portfolio in Q1 2026, its #157 holding.
- Capital Research Global Investors first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
- Capital Research Global Investors's Duke Energy position peaked at $1.35B in Q3 2016.
- 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.