CPIG
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Chicago Partners Investment Group’s Duke Energy DUK Stock Holding History

Chicago Partners 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 		$6.11M Buy
48,749
+2,287
+5% +$286K 0.14% 132
2025
Q4 		$5.46M Sell
46,462
-1,083
-2% -$132K 0.13% 145
2025
Q3 		$5.97M Buy
47,545
+888
+2% +$108K 0.16% 128
2025
Q2 		$5.58M Buy
46,657
+763
+2% +$90K 0.16% 133
2025
Q1 		$5.63M Buy
45,894
+911
+2% +$104K 0.19% 115
2024
Q4 		$4.87M Sell
44,983
-1,322
-3% -$150K 0.16% 126
2024
Q3 		$5.58M Buy
46,305
+75
+0.2% +$8.35K 0.2% 105
2024
Q2 		$5.08M Buy
46,230
+338
+0.7% +$33.8K 0.2% 109
2024
Q1 		$4.51M Sell
45,892
-83
-0.2% -$7.87K 0.19% 115
2023
Q4 		$4.35M Sell
45,975
-537
-1% -$48.8K 0.2% 107
2023
Q3 		$4.02M Buy
46,512
+15
+0% +$1.38K 0.22% 99
2023
Q2 		$4.3M Buy
46,497
+745
+2% +$70.3K 0.22% 104
2023
Q1 		$4.52M Buy
45,752
+1,800
+4% +$178K 0.26% 89
2022
Q4 		$4.43M Buy
43,952
+103
+0.2% +$9.89K 0.27% 87
2022
Q3 		$4.04M Sell
43,849
-96
-0.2% -$10.3K 0.29% 79
2022
Q2 		$4.83M Buy
43,945
+2,610
+6% +$287K 0.35% 64
2022
Q1 		$4.5M Buy
41,335
+1,096
+3% +$114K 0.34% 67
2021
Q4 		$4.02M Buy
40,239
+93
+0.2% +$9.43K 0.29% 75
2021
Q3 		$4.03M Buy
40,146
+310
+0.8% +$32.1K 0.28% 72
2021
Q2 		$4.17M Buy
39,836
+245
+0.6% +$24.6K 0.31% 69
2021
Q1 		$3.93M Buy
39,591
+337
+0.9% +$30.8K 0.32% 62
2020
Q4 		$3.54M Buy
39,254
+125
+0.3% +$11.6K 0.34% 59
2020
Q3 		$3.74M Buy
39,129
+600
+2% +$49.5K 0.44% 49
2020
Q2 		$3.13M Buy
38,529
+1,260
+3% +$106K 0.39% 51
2020
Q1 		$3.36M Sell
37,269
-993
-3% -$91.2K 0.52% 45
2019
Q4 		$3.56M Sell
38,262
-205
-0.5% -$18.8K 0.44% 48
2019
Q3 		$3.7M Buy
38,467
+200
+0.5% +$18.2K 0.52% 43
2019
Q2 		$3.37M Sell
38,267
-151
-0.4% -$13.3K 0.48% 43
2019
Q1 		$3.42M Buy
38,418
+11
+0% +$970 0.51% 45
2018
Q4 		$3.27M Buy
38,407
+21,782
+131% +$1.85M 0.49% 49
2018
Q3 		$1.39M Buy
16,625
+571
+4% +$46.2K 0.21% 87
2018
Q2 		$1.27M Sell
16,054
-35,283
-69% -$2.71M 0.2% 90
2018
Q1 		$3.98M Sell
51,337
-1,420
-3% -$110K 0.68% 35
2017
Q4 		$4.44M Buy
52,757
+354
+0.7% +$30.9K 0.73% 34
2017
Q3 		$4.4M Sell
52,403
-37,933
-42% -$3.25M 0.75% 34
2017
Q2 		$7.28M Buy
90,336
+77,252
+590% +$6.49M 1.9% 13
2017
Q1 		$1.07M Sell
13,084
-6,239
-32% -$496K 0.3% 64
2016
Q4 		$1.5M Sell
19,323
-633
-3% -$48.5K 0.55% 43
2016
Q3 		$1.6M Buy
19,956
+10,700
+116% +$886K 0.63% 37
2016
Q2 		$794K Buy
9,256
+3,724
+67% +$298K 0.38% 48
2016
Q1 		$446K Buy
5,532
+500
+10% +$37.8K 0.23% 68
2015
Q4 		$359K Hold
5,032
– – 0.17% 95
2015
Q3 		$362K Hold
5,032
– – 0.2% 74
2015
Q2 		$355K Buy
5,032
+407
+9% +$30.8K 0.16% 93
2015
Q1 		$386K Sell
4,625
-407
-8% -$33K 0.17% 85
2014
Q4 		$420K Buy
+5,032
New +$406K 0.18% 75

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

Chicago Partners Investment Group's DUK Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Duke Energy (DUK) stake by 4.9% in Q1 2026, buying an estimated $286K and bringing the position to 48,749 shares worth $6.11M. The position accounts for 0.14% of the portfolio, ranked #132.

Chicago Partners Investment Group first reported a position in DUK in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.28M in Q2 2017. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Chicago Partners Investment Group held 48,749 shares of Duke Energy worth $6.11M as of Q1 2026.
  • Chicago Partners Investment Group bought 2,287 Duke Energy shares in Q1 2026, an estimated $286K.
  • Duke Energy made up 0.14% of Chicago Partners Investment Group's portfolio in Q1 2026, its #132 holding.
  • Chicago Partners Investment Group first reported a position in Duke Energy in Q4 2014 and has held it in 46 quarters since.
  • Chicago Partners Investment Group's Duke Energy position peaked at $7.28M in Q2 2017.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.