EF
DUK icon

Empirical Finance’s Duke Energy DUK Stock Holding History

Empirical Finance’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 		$3.96M Sell
30,253
-34
-0.1% -$4.25K 0.19% 109
2025
Q4 		$3.55M Sell
30,287
-1,142
-4% -$139K 0.17% 113
2025
Q3 		$3.89M Buy
31,429
+4,651
+17% +$564K 0.19% 112
2025
Q2 		$3.16M Buy
26,778
+178
+0.7% +$21K 0.17% 123
2025
Q1 		$3.24M Buy
26,600
+438
+2% +$49.9K 0.2% 105
2024
Q4 		$2.82M Sell
26,162
-328
-1% -$37.2K 0.16% 108
2024
Q3 		$3.05M Buy
26,490
+564
+2% +$62.8K 0.18% 107
2024
Q2 		$2.6M Sell
25,926
-1,762
-6% -$176K 0.16% 118
2024
Q1 		$2.68M Buy
27,688
+937
+4% +$88.9K 0.16% 121
2023
Q4 		$2.6M Buy
26,751
+193
+0.7% +$17.6K 0.18% 111
2023
Q3 		$2.34M Buy
26,558
+2,525
+11% +$231K 0.17% 115
2023
Q2 		$2.16M Buy
24,033
+2,814
+13% +$266K 0.17% 119
2023
Q1 		$2.05M Buy
21,219
+1,109
+6% +$110K 0.19% 112
2022
Q4 		$2.07M Buy
20,110
+1,569
+8% +$151K 0.21% 99
2022
Q3 		$1.73M Buy
18,541
+3,089
+20% +$332K 0.2% 102
2022
Q2 		$1.66M Buy
15,452
+839
+6% +$92.3K 0.21% 87
2022
Q1 		$1.63M Buy
14,613
+1,636
+13% +$170K 0.18% 104
2021
Q4 		$1.36M Buy
12,977
+3,564
+38% +$361K 0.16% 119
2021
Q3 		$919K Buy
9,413
+563
+6% +$58.3K 0.14% 150
2021
Q2 		$874K Buy
8,850
+1,462
+20% +$147K 0.14% 169
2021
Q1 		$676K Hold
7,388
– – 0.12% 169
2020
Q4 		$676K Buy
7,388
+1,316
+22% +$122K 0.12% 169
2020
Q3 		$538K Buy
6,072
+1,307
+27% +$108K 0.12% 165
2020
Q2 		$381K Buy
4,765
+602
+14% +$50.9K 0.1% 168
2020
Q1 		$337K Buy
4,163
+1,520
+58% +$140K 0.1% 153
2019
Q4 		$241K Buy
+2,643
New +$242K 0.06% 185
2017
Q1 		– Sell
-311
Closed -$25K – 223
2016
Q4 		$25K Buy
+311
New +$23.8K 0.02% 168

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

Empirical Finance's DUK Position: Q1 2026 in Review

Empirical Finance reduced its Duke Energy (DUK) stake by 0.11% in Q1 2026, selling an estimated $4.25K and leaving 30,253 shares worth $3.96M. The position accounts for 0.19% of the portfolio, ranked #109.

Empirical Finance first reported a position in DUK in Q4 2016 and has held it in 27 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Empirical Finance held 30,253 shares of Duke Energy worth $3.96M as of Q1 2026.
  • Empirical Finance sold 34 Duke Energy shares in Q1 2026, an estimated $4.25K.
  • Duke Energy made up 0.19% of Empirical Finance's portfolio in Q1 2026, its #109 holding.
  • Empirical Finance first reported a position in Duke Energy in Q4 2016 and has held it in 27 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.