D.B. Root & Company’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $634K | Buy |
4,844
+84
| +2% | +$10.5K | 0.15% | 97 |
|
|
2025
Q4 | $558K | Buy |
4,760
+422
| +10% | +$51.5K | 0.14% | 101 |
|
|
2025
Q3 | $537K | Buy |
4,338
+46
| +1% | +$5.58K | 0.14% | 99 |
|
|
2025
Q2 | $507K | Sell |
4,292
-272
| -6% | -$32.1K | 0.15% | 103 |
|
|
2025
Q1 | $557K | Buy |
4,564
+9
| +0.2% | +$1.03K | 0.18% | 92 |
|
|
2024
Q4 | $491K | Sell |
4,555
-107
| -2% | -$12.1K | 0.16% | 100 |
|
|
2024
Q3 | $538K | Sell |
4,662
-1,895
| -29% | -$211K | 0.18% | 94 |
|
|
2024
Q2 | $657K | Sell |
6,557
-4,855
| -43% | -$486K | 0.22% | 83 |
|
|
2024
Q1 | $1.1M | Sell |
11,412
-1,282
| -10% | -$122K | 0.37% | 69 |
|
|
2023
Q4 | $1.23M | Buy |
12,694
+77
| +0.6% | +$7K | 0.45% | 60 |
|
|
2023
Q3 | $1.11M | Buy |
12,617
+341
| +3% | +$31.3K | 0.43% | 64 |
|
|
2023
Q2 | $1.1M | Buy |
12,276
+561
| +5% | +$52.9K | 0.42% | 68 |
|
|
2023
Q1 | $1.13M | Buy |
11,715
+632
| +6% | +$62.4K | 0.44% | 65 |
|
|
2022
Q4 | $1.14M | Buy |
11,083
+626
| +6% | +$60.1K | 0.48% | 54 |
|
|
2022
Q3 | $972K | Sell |
10,457
-96
| -0.9% | -$10.3K | 0.44% | 59 |
|
|
2022
Q2 | $1.13M | Buy |
10,553
+255
| +2% | +$28K | 0.49% | 53 |
|
|
2022
Q1 | $1.15M | Buy |
10,298
+339
| +3% | +$35.2K | 0.43% | 58 |
|
|
2021
Q4 | $1.04M | Buy |
9,959
+12
| +0.1% | +$1.22K | 0.38% | 62 |
|
|
2021
Q3 | $970K | Buy |
9,947
+15
| +0.2% | +$1.55K | 0.38% | 66 |
|
|
2021
Q2 | $980K | Buy |
9,932
+6
| +0.1% | +$603 | 0.37% | 69 |
|
|
2021
Q1 | $958K | Sell |
9,926
-23
| -0.2% | -$2.1K | 0.38% | 68 |
|
|
2020
Q4 | $910K | Sell |
9,949
-844
| -8% | -$78.1K | 0.36% | 68 |
|
|
2020
Q3 | $955K | Sell |
10,793
-169
| -2% | -$13.9K | 0.38% | 68 |
|
|
2020
Q2 | $875K | Buy |
10,962
+133
| +1% | +$11.2K | 0.38% | 66 |
|
|
2020
Q1 | $875K | Buy |
10,829
+804
| +8% | +$73.8K | 0.44% | 64 |
|
|
2019
Q4 | $914K | Sell |
10,025
-464
| -4% | -$42.5K | 0.4% | 73 |
|
|
2019
Q3 | $1M | Buy |
10,489
+296
| +3% | +$26.9K | 0.47% | 56 |
|
|
2019
Q2 | $899K | Sell |
10,193
-744
| -7% | -$65.8K | 0.4% | 72 |
|
|
2019
Q1 | $984K | Sell |
10,937
-355
| -3% | -$31.3K | 0.42% | 68 |
|
|
2018
Q4 | $975K | Sell |
11,292
-244
| -2% | -$20.8K | 0.49% | 63 |
|
|
2018
Q3 | $923K | Buy |
11,536
+322
| +3% | +$26K | 0.41% | 80 |
|
|
2018
Q2 | $887K | Buy |
11,214
+142
| +1% | +$10.9K | 0.42% | 85 |
|
|
2018
Q1 | $858K | Buy |
11,072
+1,876
| +20% | +$145K | 0.45% | 76 |
|
|
2017
Q4 | $773K | Buy |
+9,196
| New | +$803K | 0.66% | 52 |
|
Other funds holding DUK
VCM
VPM
D.B. Root & Company's DUK Position: Q1 2026 in Review
D.B. Root & Company increased its Duke Energy (DUK) stake by 1.8% in Q1 2026, buying an estimated $10.5K and bringing the position to 4,844 shares worth $634K. The position accounts for 0.15% of the portfolio, ranked #97.
D.B. Root & Company first reported a position in DUK in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.23M in Q4 2023. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- D.B. Root & Company held 4,844 shares of Duke Energy worth $634K as of Q1 2026.
- D.B. Root & Company bought 84 Duke Energy shares in Q1 2026, an estimated $10.5K.
- Duke Energy made up 0.15% of D.B. Root & Company's portfolio in Q1 2026, its #97 holding.
- D.B. Root & Company first reported a position in Duke Energy in Q4 2017 and has held it in 34 quarters since.
- D.B. Root & Company's Duke Energy position peaked at $1.23M in Q4 2023.
- 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.