Connors Investor Services’s Duke Energy DUK Stock Holding History

Connors Investor Services’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	$15.8M	Buy	120,802 +4,680	+4%	+$585K	1.46%	25
2025 Q4	$13.6M	Sell	116,122 -4,659	-4%	-$569K	1.17%	35
2025 Q3	$14.9M	Buy	120,781 +28,611	+31%	+$3.47M	1.27%	34
2025 Q2	$10.9M	Buy	92,170 +89,001	+2,808%	+$10.5M	0.96%	43
2025 Q1	$387K	Sell	3,169 -65	-2%	-$7.41K	0.04%	113
2024 Q4	$348K	Sell	3,234 -50	-2%	-$5.66K	0.03%	114
2024 Q3	$379K	Hold	3,284	–	–	0.04%	114
2024 Q2	$329K	Hold	3,284	–	–	0.03%	115
2024 Q1	$318K	Sell	3,284 -333	-9%	-$31.6K	0.03%	119
2023 Q4	$351K	Hold	3,617	–	–	0.04%	110
2023 Q3	$319K	Sell	3,617 -425	-11%	-$39K	0.04%	111
2023 Q2	$363K	Sell	4,042 -88	-2%	-$8.3K	0.04%	116
2023 Q1	$398K	Hold	4,130	–	–	0.05%	115
2022 Q4	$425K	Hold	4,130	–	–	0.05%	110
2022 Q3	$384K	Sell	4,130 -15	-0.4%	-$1.61K	0.05%	109
2022 Q2	$444K	Hold	4,145	–	–	0.06%	109
2022 Q1	$463K	Hold	4,145	–	–	0.05%	112
2021 Q4	$435K	Buy	4,145 +384	+10%	+$38.9K	0.04%	116
2021 Q3	$367K	Hold	3,761	–	–	0.04%	120
2021 Q2	$371K	Buy	3,761 +200	+6%	+$20.1K	0.04%	117
2021 Q1	$344K	Buy	3,561 +150	+4%	+$13.7K	0.04%	123
2020 Q4	$312K	Buy	3,411 +88	+3%	+$8.14K	0.04%	114
2020 Q3	$294K	Hold	3,323	–	–	0.04%	110
2020 Q2	$265K	Hold	3,323	–	–	0.04%	113
2020 Q1	$269K	Hold	3,323	–	–	0.05%	105
2019 Q4	$303K	Hold	3,323	–	–	0.04%	112
2019 Q3	$319K	Hold	3,323	–	–	0.04%	112
2019 Q2	$293K	Hold	3,323	–	–	0.04%	110
2019 Q1	$299K	Hold	3,323	–	–	0.04%	115
2018 Q4	$287K	Hold	3,323	–	–	0.04%	107
2018 Q3	$266K	Buy	3,323 +50	+2%	+$4.04K	0.04%	123
2018 Q2	$259K	Buy	3,273 +233	+8%	+$17.9K	0.04%	124
2018 Q1	$236K	Hold	3,040	–	–	0.03%	133
2017 Q4	$256K	Hold	3,040	–	–	0.04%	128
2017 Q3	$255K	Hold	3,040	–	–	0.04%	125
2017 Q2	$254K	Sell	3,040 -116	-4%	-$9.75K	0.04%	127
2017 Q1	$259K	Hold	3,156	–	–	0.04%	127
2016 Q4	$245K	Sell	3,156 -200	-6%	-$15.3K	0.04%	131
2016 Q3	$269K	Hold	3,356	–	–	0.05%	119
2016 Q2	$288K	Buy	3,356 +200	+6%	+$16K	0.06%	117
2016 Q1	$255K	Hold	3,156	–	–	0.05%	123
2015 Q4	$225K	Sell	3,156 -50	-2%	-$3.52K	0.05%	133
2015 Q3	$231K	Hold	3,206	–	–	0.05%	128
2015 Q2	$226K	Buy	3,206 +65	+2%	+$4.91K	0.05%	133
2015 Q1	$241K	Hold	3,141	–	–	0.05%	135
2014 Q4	$262K	Hold	3,141	–	–	0.06%	116
2014 Q3	$235K	Sell	3,141 -121	-4%	-$8.83K	0.06%	119
2014 Q2	$242K	Hold	3,262	–	–	0.06%	119
2014 Q1	$232K	Hold	3,262	–	–	0.06%	125
2013 Q4	$225K	Hold	3,262	–	–	0.06%	126
2013 Q3	$218K	Hold	3,262	–	–	0.06%	123
2013 Q2	$220K	Buy	+3,262	New	+$231K	0.07%	118

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connors Investor Services's DUK Position: Q1 2026 in Review

Connors Investor Services increased its Duke Energy (DUK) stake by 4% in Q1 2026, buying an estimated $585K and bringing the position to 120,802 shares worth $15.8M. The position accounts for 1.46% of the portfolio, ranked #25.

Connors Investor Services first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Connors Investor Services held 120,802 shares of Duke Energy worth $15.8M as of Q1 2026.
Connors Investor Services bought 4,680 Duke Energy shares in Q1 2026, an estimated $585K.
Duke Energy made up 1.46% of Connors Investor Services's portfolio in Q1 2026, its #25 holding.
Connors Investor Services first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Connors Investor Services's 13F filing for Q1 2026, filed 15 May 2026.