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Chesapeake Wealth Management’s Duke Energy DUK Stock Holding History

Chesapeake Wealth 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 		$259K Buy
+1,977
New +$247K 0.08% 141
2025
Q4 		– Sell
-1,802
Closed -$223K – 161
2025
Q3 		$223K Buy
1,802
+54
+3% +$6.55K 0.07% 152
2025
Q2 		$206K Sell
1,748
-15
-0.9% -$1.77K 0.07% 157
2025
Q1 		$215K Buy
+1,763
New +$201K 0.08% 151
2024
Q4 		– Sell
-1,763
Closed -$203K – 161
2024
Q3 		$203K Buy
+1,763
New +$196K 0.07% 156
2023
Q2 		– Sell
-2,262
Closed -$218K – 158
2023
Q1 		$218K Hold
2,262
– – 0.09% 152
2022
Q4 		$233K Sell
2,262
-30
-1% -$2.88K 0.1% 147
2022
Q3 		$213K Sell
2,292
-105
-4% -$11.3K 0.1% 154
2022
Q2 		$257K Hold
2,397
– – 0.11% 154
2022
Q1 		$268K Buy
+2,397
New +$249K 0.1% 162
2021
Q3 		– Sell
-2,287
Closed -$226K – 205
2021
Q2 		$226K Hold
2,287
– – 0.07% 210
2021
Q1 		$221K Hold
2,287
– – 0.07% 209
2020
Q4 		$209K Sell
2,287
-50
-2% -$4.63K 0.07% 202
2020
Q3 		$207K Sell
2,337
-575
-20% -$47.4K 0.08% 188
2020
Q2 		$233K Sell
2,912
-834
-22% -$70.5K 0.09% 182
2020
Q1 		$303K Sell
3,746
-250
-6% -$23K 0.14% 137
2019
Q4 		$364K Buy
3,996
+220
+6% +$20.2K 0.14% 143
2019
Q3 		$362K Buy
3,776
+1,000
+36% +$91K 0.15% 139
2019
Q2 		$245K Buy
2,776
+425
+18% +$37.6K 0.1% 169
2019
Q1 		$212K Buy
2,351
+27
+1% +$2.38K 0.09% 175
2018
Q4 		$201K Buy
+2,324
New +$198K 0.1% 176

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chesapeake Wealth Management's DUK Position: Q1 2026 in Review

Chesapeake Wealth Management opened a new position in Duke Energy (DUK) in Q1 2026: 1,977 shares worth $259K. The stake represents 0.08% of the portfolio and ranks #141 among its holdings. This is a return to the name: Chesapeake Wealth Management previously reported a position in DUK as recently as Q3 2025.

Chesapeake Wealth Management first reported a position in DUK in Q4 2018 and has held it in 21 quarters since. The position peaked at $364K in Q4 2019. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Chesapeake Wealth Management held 1,977 shares of Duke Energy worth $259K as of Q1 2026.
  • Duke Energy was a new Chesapeake Wealth Management position in Q1 2026.
  • Duke Energy made up 0.08% of Chesapeake Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Chesapeake Wealth Management first reported a position in Duke Energy in Q4 2018 and has held it in 21 quarters since.
  • Chesapeake Wealth Management's Duke Energy position peaked at $364K in Q4 2019.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.