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Eads & Heald Wealth Management’s Duke Energy DUK Stock Holding History

Eads & Heald Wealth 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 		$261K Sell
1,994
-65
-3% -$8.13K 0.13% 136
2025
Q4 		$241K Buy
2,059
+284
+16% +$34.7K 0.12% 134
2025
Q3 		$220K Sell
1,775
-5
-0.3% -$607 0.11% 134
2025
Q2 		$210K Sell
1,780
-144
-7% -$17K 0.1% 134
2025
Q1 		$235K Hold
1,924
– – 0.12% 134
2024
Q4 		$207K Hold
1,924
– – 0.1% 134
2024
Q3 		$222K Buy
+1,924
New +$214K 0.11% 139
2024
Q2 		– Sell
-2,072
Closed -$200K – 145
2024
Q1 		$200K Sell
2,072
-757
-27% -$71.8K 0.09% 142
2023
Q4 		$275K Sell
2,829
-93
-3% -$8.46K 0.13% 126
2023
Q3 		$258K Buy
2,922
+90
+3% +$8.25K 0.14% 129
2023
Q2 		$254K Hold
2,832
– – 0.12% 129
2023
Q1 		$273K Buy
2,832
+315
+13% +$31.1K 0.14% 129
2022
Q4 		$259K Buy
2,517
+25
+1% +$2.4K 0.13% 133
2022
Q3 		$232K Hold
2,492
– – 0.13% 131
2022
Q2 		$267K Sell
2,492
-55
-2% -$6.05K 0.14% 135
2022
Q1 		$284K Sell
2,547
-6
-0.2% -$623 0.13% 131
2021
Q4 		$268K Buy
2,553
+125
+5% +$12.7K 0.12% 136
2021
Q3 		$237K Sell
2,428
-5
-0.2% -$518 0.11% 135
2021
Q2 		$240K Sell
2,433
-95
-4% -$9.54K 0.12% 129
2021
Q1 		$244K Buy
2,528
+25
+1% +$2.28K 0.13% 126
2020
Q4 		$229K Sell
2,503
-279
-10% -$25.8K 0.12% 125
2020
Q3 		$246K Sell
2,782
-22
-0.8% -$1.81K 0.15% 116
2020
Q2 		$224K Buy
2,804
+30
+1% +$2.54K 0.14% 119
2020
Q1 		$224K Sell
2,774
-384
-12% -$35.3K 0.16% 116
2019
Q4 		$288K Buy
3,158
+371
+13% +$34K 0.15% 119
2019
Q3 		$267K Sell
2,787
-86
-3% -$7.83K 0.15% 119
2019
Q2 		$254K Sell
2,873
-150
-5% -$13.3K 0.14% 118
2019
Q1 		$272K Buy
3,023
+50
+2% +$4.41K 0.16% 117
2018
Q4 		$257K Sell
2,973
-455
-13% -$38.7K 0.17% 116
2018
Q3 		$274K Sell
3,428
-1,170
-25% -$94.6K 0.16% 119
2018
Q2 		$364K Sell
4,598
-75
-2% -$5.77K 0.22% 112
2018
Q1 		$362K Sell
4,673
-7,984
-63% -$617K 0.23% 111
2017
Q4 		$1.06M Buy
12,657
+1,235
+11% +$108K 0.63% 77
2017
Q3 		$959K Buy
11,422
+680
+6% +$58.2K 0.6% 80
2017
Q2 		$898K Buy
10,742
+757
+8% +$63.6K 0.58% 82
2017
Q1 		$819K Buy
9,985
+1,775
+22% +$141K 0.53% 85
2016
Q4 		$637K Buy
8,210
+355
+5% +$27.2K 0.43% 89
2016
Q3 		$629K Buy
7,855
+85
+1% +$7.04K 0.43% 92
2016
Q2 		$667K Buy
7,770
+929
+14% +$74.3K 0.46% 91
2016
Q1 		$552K Buy
6,841
+754
+12% +$57.1K 0.38% 96
2015
Q4 		$435K Buy
6,087
+862
+16% +$60.6K 0.3% 107
2015
Q3 		$376K Buy
5,225
+29
+0.6% +$2.1K 0.27% 114
2015
Q2 		$367K Buy
5,196
+1,970
+61% +$149K 0.24% 114
2015
Q1 		$248K Buy
3,226
+70
+2% +$5.68K 0.16% 122
2014
Q4 		$264K Buy
3,156
+371
+13% +$29.9K 0.17% 116
2014
Q3 		$208K Buy
2,785
+35
+1% +$2.55K 0.14% 115
2014
Q2 		$204K Buy
+2,750
New +$198K 0.14% 116

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

Eads & Heald Wealth Management's DUK Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Duke Energy (DUK) stake by 3.2% in Q1 2026, selling an estimated $8.13K and leaving 1,994 shares worth $261K. The position accounts for 0.13% of the portfolio, ranked #136.

Eads & Heald Wealth Management first reported a position in DUK in Q2 2014 and has held it in 47 quarters since. The position peaked at $1.06M in Q4 2017. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Eads & Heald Wealth Management held 1,994 shares of Duke Energy worth $261K as of Q1 2026.
  • Eads & Heald Wealth Management sold 65 Duke Energy shares in Q1 2026, an estimated $8.13K.
  • Duke Energy made up 0.13% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #136 holding.
  • Eads & Heald Wealth Management first reported a position in Duke Energy in Q2 2014 and has held it in 47 quarters since.
  • Eads & Heald Wealth Management's Duke Energy position peaked at $1.06M in Q4 2017.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.