Charter Research & Investment Group’s Duke Energy DUK Stock Holding History

Charter Research & Investment Group’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	$233K	Hold	1,781	–	–	0.16%	81
2025 Q4	$209K	Hold	1,781	–	–	0.14%	81
2025 Q3	$220K	Hold	1,781	–	–	0.15%	82
2025 Q2	$210K	Hold	1,781	–	–	0.16%	80
2025 Q1	$217K	Buy	+1,781	New	+$203K	0.17%	78
2024 Q4	–	Sell	-1,781	Closed	-$205K	–	81
2024 Q3	$205K	Buy	+1,781	New	+$198K	0.15%	83
2024 Q1	–	Sell	-2,225	Closed	-$216K	–	86
2023 Q4	$216K	Buy	+2,225	New	+$202K	0.18%	79
2023 Q2	–	Sell	-2,225	Closed	-$215K	–	79
2023 Q1	$215K	Hold	2,225	–	–	0.19%	73
2022 Q4	$229K	Hold	2,225	–	–	0.22%	70
2022 Q3	$207K	Sell	2,225 -100	-4%	-$10.7K	0.21%	73
2022 Q2	$249K	Hold	2,325	–	–	0.23%	70
2022 Q1	$260K	Hold	2,325	–	–	0.21%	73
2021 Q4	$244K	Hold	2,325	–	–	0.19%	76
2021 Q3	$227K	Hold	2,325	–	–	0.19%	76
2021 Q2	$230K	Hold	2,325	–	–	0.19%	77
2021 Q1	$224K	Hold	2,325	–	–	0.2%	75
2020 Q4	$213K	Hold	2,325	–	–	0.2%	73
2020 Q3	$206K	Buy	+2,325	New	+$192K	0.23%	72
2020 Q1	–	Sell	-2,325	Closed	-$212K	–	76
2019 Q4	$212K	Buy	+2,325	New	+$213K	0.22%	75
2015 Q1	–	Sell	-2,522	Closed	-$211K	–	73
2014 Q4	$211K	Buy	+2,522	New	+$203K	0.23%	70

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 $315B AUM 27.84% 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

Charter Research & Investment Group's DUK Position: Q1 2026 in Review

Charter Research & Investment Group held its Duke Energy (DUK) position steady in Q1 2026 at 1,781 shares worth $233K. The position accounts for 0.16% of the portfolio, ranked #81.

Charter Research & Investment Group first reported a position in DUK in Q4 2014 and has held it in 20 quarters since. The position peaked at $260K in Q1 2022. 2,469 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Charter Research & Investment Group held 1,781 shares of Duke Energy worth $233K as of Q1 2026.
Charter Research & Investment Group left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.16% of Charter Research & Investment Group's portfolio in Q1 2026, its #81 holding.
Charter Research & Investment Group first reported a position in Duke Energy in Q4 2014 and has held it in 20 quarters since.
Charter Research & Investment Group's Duke Energy position peaked at $260K in Q1 2022.
2,469 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.