CIM
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CIM Investment Management’s Duke Energy DUK Stock Holding History

CIM Investment 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 		$419K Sell
3,201
-14
-0.4% -$1.75K 0.11% 146
2025
Q4 		$377K Hold
3,215
– – 0.1% 159
2025
Q3 		$398K Sell
3,215
-3,293
-51% -$400K 0.11% 149
2025
Q2 		$734K Buy
6,508
+3,249
+100% +$383K 0.14% 139
2025
Q1 		$398K Sell
3,259
-3
-0.1% -$342 0.09% 137
2024
Q4 		$351K Sell
3,262
-23
-0.7% -$2.61K 0.1% 163
2024
Q3 		$379K Sell
3,285
-103
-3% -$11.5K 0.11% 153
2024
Q2 		$340K Sell
3,388
-34
-1% -$3.4K 0.1% 165
2024
Q1 		$331K Hold
3,422
– – 0.1% 199
2023
Q4 		$332K Hold
3,422
– – 0.11% 180
2023
Q3 		$302K Sell
3,422
-74
-2% -$6.78K 0.11% 182
2023
Q2 		$314K Buy
3,496
+7
+0.2% +$661 0.11% 180
2023
Q1 		$337K Buy
+3,489
New +$345K 0.12% 171
2018
Q4 		– Sell
-6,084
Closed -$487K – 302
2018
Q3 		$487K Sell
6,084
-4
-0.1% -$323 0.17% 162
2018
Q2 		$481K Sell
6,088
-184
-3% -$14.2K 0.17% 169
2018
Q1 		$486K Sell
6,272
-166
-3% -$12.8K 0.17% 173
2017
Q4 		$542K Sell
6,438
-106
-2% -$9.26K 0.19% 152
2017
Q3 		$549K Sell
6,544
-372
-5% -$31.9K 0.2% 138
2017
Q2 		$578K Sell
6,916
-117
-2% -$9.84K 0.21% 131
2017
Q1 		$577K Sell
7,033
-706
-9% -$56.1K 0.2% 133
2016
Q4 		$601K Buy
7,739
+95
+1% +$7.28K 0.22% 125
2016
Q3 		$612K Sell
7,644
-630
-8% -$52.2K 0.23% 110
2016
Q2 		$710K Sell
8,274
-380
-4% -$30.4K 0.29% 93
2016
Q1 		$698K Sell
8,654
-1,530
-15% -$116K 0.3% 98
2015
Q4 		$727K Hold
10,184
– – 0.33% 107
2015
Q3 		$733K Hold
10,184
– – 0.35% 102
2015
Q2 		$719K Buy
+10,184
New +$770K 0.32% 118
2014
Q4 		– Sell
-11,607
Closed -$868K – 252
2014
Q3 		$868K Buy
+11,607
New +$847K 0.44% 82

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

CIM Investment Management's DUK Position: Q1 2026 in Review

CIM Investment Management reduced its Duke Energy (DUK) stake by 0.44% in Q1 2026, selling an estimated $1.75K and leaving 3,201 shares worth $419K. The position accounts for 0.11% of the portfolio, ranked #146.

CIM Investment Management first reported a position in DUK in Q3 2014 and has held it in 28 quarters since. The position peaked at $868K in Q3 2014. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • CIM Investment Management held 3,201 shares of Duke Energy worth $419K as of Q1 2026.
  • CIM Investment Management sold 14 Duke Energy shares in Q1 2026, an estimated $1.75K.
  • Duke Energy made up 0.11% of CIM Investment Management's portfolio in Q1 2026, its #146 holding.
  • CIM Investment Management first reported a position in Duke Energy in Q3 2014 and has held it in 28 quarters since.
  • CIM Investment Management's Duke Energy position peaked at $868K in Q3 2014.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.