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Code Waechter’s Duke Energy DUK Stock Holding History

Code Waechter’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 		$601K Sell
4,589
-257
-5% -$32.1K 0.36% 58
2025
Q4 		$568K Buy
4,846
+25
+0.5% +$3.05K 0.36% 62
2025
Q3 		$616K Buy
4,821
+30
+0.6% +$3.64K 0.4% 55
2025
Q2 		$565K Buy
4,791
+1,335
+39% +$158K 0.4% 54
2025
Q1 		$422K Buy
+3,456
New +$394K 0.35% 64

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

Code Waechter's DUK Position: Q1 2026 in Review

Code Waechter reduced its Duke Energy (DUK) stake by 5.3% in Q1 2026, selling an estimated $32.1K and leaving 4,589 shares worth $601K. The position accounts for 0.36% of the portfolio, ranked #58.

Code Waechter first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. The position peaked at $616K in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Code Waechter held 4,589 shares of Duke Energy worth $601K as of Q1 2026.
  • Code Waechter sold 257 Duke Energy shares in Q1 2026, an estimated $32.1K.
  • Duke Energy made up 0.36% of Code Waechter's portfolio in Q1 2026, its #58 holding.
  • Code Waechter first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • Code Waechter's Duke Energy position peaked at $616K in Q3 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.