Cypress Capital Group’s Duke Energy DUK Stock Holding History

Cypress Capital 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	$4.44M	Buy	33,899 +1,997	+6%	+$250K	0.5%	52
2025 Q4	$3.74M	Buy	31,902 +2,239	+8%	+$273K	0.42%	54
2025 Q3	$3.67M	Buy	29,663 +1,631	+6%	+$198K	0.44%	53
2025 Q2	$3.31M	Sell	28,032 -1,403	-5%	-$166K	0.41%	57
2025 Q1	$3.59M	Buy	29,435 +9,815	+50%	+$1.12M	0.47%	56
2024 Q4	$2.11M	Sell	19,620 -6,015	-23%	-$681K	0.26%	80
2024 Q3	$2.96M	Sell	25,635 -6,620	-21%	-$737K	0.33%	72
2024 Q2	$3.23M	Buy	32,255 +436	+1%	+$43.6K	0.39%	64
2024 Q1	$3.08M	Sell	31,819 -1,950	-6%	-$185K	0.37%	68
2023 Q4	$3.28M	Buy	33,769 +538	+2%	+$48.9K	0.43%	60
2023 Q3	$2.93M	Sell	33,231 -3,792	-10%	-$348K	0.42%	65
2023 Q2	$3.32M	Sell	37,023 -2,836	-7%	-$268K	0.48%	59
2023 Q1	$3.85M	Sell	39,859 -2,797	-7%	-$276K	0.59%	48
2022 Q4	$4.39M	Buy	42,656 +216	+0.5%	+$20.7K	0.66%	42
2022 Q3	$3.95M	Buy	42,440 +11,288	+36%	+$1.21M	0.66%	42
2022 Q2	$3.34M	Buy	31,152 +709	+2%	+$78K	0.51%	57
2022 Q1	$3.4M	Buy	30,443 +5,956	+24%	+$619K	0.42%	70
2021 Q4	$2.57M	Sell	24,487 -6,238	-20%	-$632K	0.32%	83
2021 Q3	$3M	Buy	30,725 +2,864	+10%	+$296K	0.41%	69
2021 Q2	$2.75M	Sell	27,861 -1,899	-6%	-$191K	0.37%	74
2021 Q1	$2.87M	Sell	29,760 -4,533	-13%	-$414K	0.41%	70
2020 Q4	$3.14M	Buy	34,293 +737	+2%	+$68.2K	0.47%	60
2020 Q3	$2.97M	Buy	33,556 +268	+0.8%	+$22.1K	0.5%	57
2020 Q2	$2.66M	Buy	33,288 +1,464	+5%	+$124K	0.49%	60
2020 Q1	$2.57M	Buy	31,824 +396	+1%	+$36.4K	0.59%	49
2019 Q4	$2.87M	Sell	31,428 -2,664	-8%	-$244K	0.51%	62
2019 Q3	$3.27M	Buy	34,092 +719	+2%	+$65.4K	0.63%	51
2019 Q2	$2.94M	Buy	33,373 +6,229	+23%	+$551K	0.58%	55
2019 Q1	$2.44M	Buy	27,144 +18,026	+198%	+$1.59M	0.5%	64
2018 Q4	$787K	Buy	9,118 +1,609	+21%	+$137K	0.18%	113
2018 Q3	$601K	Buy	7,509 +192	+3%	+$15.5K	0.11%	151
2018 Q2	$578K	Buy	7,317 +1,442	+25%	+$111K	0.12%	143
2018 Q1	$455K	Buy	5,875 +1,940	+49%	+$150K	0.1%	157
2017 Q4	$331K	Hold	3,935	–	–	0.07%	184
2017 Q3	$330K	Hold	3,935	–	–	0.07%	179
2017 Q2	$329K	Hold	3,935	–	–	0.07%	170
2017 Q1	$323K	Hold	3,935	–	–	0.08%	154
2016 Q4	$305K	Hold	3,935	–	–	0.07%	157
2016 Q3	$315K	Sell	3,935 -1,251	-24%	-$104K	0.08%	149
2016 Q2	$445K	Buy	5,186 +985	+23%	+$78.7K	0.1%	129
2016 Q1	$339K	Buy	4,201 +266	+7%	+$20.1K	0.08%	144
2015 Q4	$281K	Hold	3,935	–	–	0.07%	167
2015 Q3	$283K	Hold	3,935	–	–	0.07%	172
2015 Q2	$278K	Sell	3,935 -100	-2%	-$7.56K	0.06%	178
2015 Q1	$309K	Sell	4,035 -113	-3%	-$9.17K	0.07%	177
2014 Q4	$347K	Hold	4,148	–	–	0.08%	166
2014 Q3	$310K	Buy	4,148 +700	+20%	+$51.1K	0.07%	170
2014 Q2	$255K	Sell	3,448 -340	-9%	-$24.5K	0.06%	191
2014 Q1	$270K	Sell	3,788 -133	-3%	-$9.27K	0.07%	178
2013 Q4	$270K	Hold	3,921	–	–	0.07%	176
2013 Q3	$262K	Hold	3,921	–	–	0.06%	167
2013 Q2	$264K	Buy	+3,921	New	+$277K	0.06%	176

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

Cypress Capital Group's DUK Position: Q1 2026 in Review

Cypress Capital Group increased its Duke Energy (DUK) stake by 6.3% in Q1 2026, buying an estimated $250K and bringing the position to 33,899 shares worth $4.44M. The position accounts for 0.5% of the portfolio, ranked #52.

Cypress Capital Group first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Cypress Capital Group held 33,899 shares of Duke Energy worth $4.44M as of Q1 2026.
Cypress Capital Group bought 1,997 Duke Energy shares in Q1 2026, an estimated $250K.
Duke Energy made up 0.5% of Cypress Capital Group's portfolio in Q1 2026, its #52 holding.
Cypress Capital Group first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Cypress Capital Group's 13F filing for Q1 2026, filed 15 May 2026.