CI Investments Inc
DUK icon

CI Investments Inc’s Duke Energy DUK Stock Holding History

CI Investments Inc’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 		$1.9M Buy
14,520
+433
+3% +$54.1K 0.01% 382
2025
Q4 		$1.65M Buy
14,087
+2,571
+22% +$314K 0.01% 389
2025
Q3 		$1.43M Sell
11,516
-1,798
-14% -$218K 0.01% 395
2025
Q2 		$1.57M Buy
13,314
+1,886
+17% +$223K 0.01% 378
2025
Q1 		$1.39M Buy
11,428
+4,653
+69% +$530K 0.01% 386
2024
Q4 		$730K Buy
6,775
+972
+17% +$110K ﹤0.01% 464
2024
Q3 		$669K Sell
5,803
-826
-12% -$91.9K ﹤0.01% 450
2024
Q2 		$664K Buy
6,629
+133
+2% +$13.3K ﹤0.01% 441
2024
Q1 		$628K Buy
6,496
+751
+13% +$71.2K ﹤0.01% 453
2023
Q4 		$557K Buy
5,745
+294
+5% +$26.7K ﹤0.01% 437
2023
Q3 		$481K Sell
5,451
-126
-2% -$11.6K ﹤0.01% 438
2023
Q2 		$500K Buy
5,577
+2,248
+68% +$212K ﹤0.01% 451
2023
Q1 		$321K Buy
3,329
+1,160
+53% +$115K ﹤0.01% 512
2022
Q4 		$223K Buy
2,169
+1,134
+110% +$109K ﹤0.01% 592
2022
Q3 		$96K Buy
1,035
+941
+1,001% +$101K ﹤0.01% 711
2022
Q2 		$10K Sell
94
-1
-1% -$110 ﹤0.01% 1036
2022
Q1 		$11K Sell
95
-1,013
-91% -$105K ﹤0.01% 1082
2021
Q4 		$116K Buy
1,108
+56
+5% +$5.68K ﹤0.01% 864
2021
Q3 		$103K Buy
1,052
+83
+9% +$8.59K ﹤0.01% 852
2021
Q2 		$96K Sell
969
-91
-9% -$9.14K ﹤0.01% 877
2021
Q1 		$102K Sell
1,060
-186
-15% -$17K ﹤0.01% 766
2020
Q4 		$114K Buy
1,246
+44
+4% +$4.07K ﹤0.01% 722
2020
Q3 		$106K Sell
1,202
-133
-10% -$11K ﹤0.01% 654
2020
Q2 		$107K Sell
1,335
-24,161
-95% -$2.04M ﹤0.01% 585
2020
Q1 		$2.06M Sell
25,496
-3,047
-11% -$280K 0.01% 283
2019
Q4 		$2.6M Sell
28,543
-1,685
-6% -$154K 0.01% 285
2019
Q3 		$2.9M Buy
+30,228
New +$2.75M 0.02% 270
2016
Q2 		– Sell
-368,200
Closed -$29.7M – 200
2016
Q1 		$29.7M Sell
368,200
-47,200
-11% -$3.57M 0.38% 75
2015
Q4 		$29.7M Buy
+415,400
New +$29.2M 0.38% 70

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

CI Investments Inc's DUK Position: Q1 2026 in Review

CI Investments Inc increased its Duke Energy (DUK) stake by 3.1% in Q1 2026, buying an estimated $54.1K and bringing the position to 14,520 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #382.

CI Investments Inc first reported a position in DUK in Q4 2015 and has held it in 29 quarters since. The position peaked at $29.7M in Q1 2016. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • CI Investments Inc held 14,520 shares of Duke Energy worth $1.9M as of Q1 2026.
  • CI Investments Inc bought 433 Duke Energy shares in Q1 2026, an estimated $54.1K.
  • Duke Energy made up 0.01% of CI Investments Inc's portfolio in Q1 2026, its #382 holding.
  • CI Investments Inc first reported a position in Duke Energy in Q4 2015 and has held it in 29 quarters since.
  • CI Investments Inc's Duke Energy position peaked at $29.7M in Q1 2016.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.