Ensign Peak Advisors
DUK icon

Ensign Peak Advisors’s Duke Energy DUK Stock Holding History

Ensign Peak Advisors’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 		$187M Sell
1,430,050
-271,472
-16% -$33.9M 0.35% 56
2025
Q4 		$199M Sell
1,701,522
-39,044
-2% -$4.77M 0.35% 54
2025
Q3 		$215M Sell
1,740,566
-244,441
-12% -$29.7M 0.35% 54
2025
Q2 		$234M Buy
1,985,007
+445,008
+29% +$52.5M 0.4% 50
2025
Q1 		$188M Buy
1,539,999
+25,775
+2% +$2.94M 0.36% 57
2024
Q4 		$163M Sell
1,514,224
-457,259
-23% -$51.8M 0.29% 68
2024
Q3 		$227M Sell
1,971,483
-44,972
-2% -$5.01M 0.4% 50
2024
Q2 		$202M Sell
2,016,455
-34,767
-2% -$3.48M 0.37% 54
2024
Q1 		$198M Sell
2,051,222
-198,379
-9% -$18.8M 0.36% 61
2023
Q4 		$218M Sell
2,249,601
-417,755
-16% -$38M 0.43% 55
2023
Q3 		$235M Sell
2,667,356
-11,769
-0.4% -$1.08M 0.5% 47
2023
Q2 		$240M Sell
2,679,125
-63,153
-2% -$5.96M 0.49% 50
2023
Q1 		$265M Sell
2,742,278
-10,190
-0.4% -$1.01M 0.57% 40
2022
Q4 		$283M Buy
2,752,468
+243,274
+10% +$23.4M 0.64% 33
2022
Q3 		$233M Sell
2,509,194
-211,033
-8% -$22.7M 0.58% 40
2022
Q2 		$292M Buy
2,720,227
+169,112
+7% +$18.6M 0.69% 33
2022
Q1 		$285M Buy
2,551,115
+931,177
+57% +$96.7M 0.58% 40
2021
Q4 		$170M Sell
1,619,938
-53,031
-3% -$5.38M 0.32% 73
2021
Q3 		$163M Sell
1,672,969
-127,523
-7% -$13.2M 0.34% 78
2021
Q2 		$178M Sell
1,800,492
-80,294
-4% -$8.07M 0.36% 76
2021
Q1 		$182M Buy
1,880,786
+369,384
+24% +$33.7M 0.39% 69
2020
Q4 		$138M Buy
1,511,402
+540,492
+56% +$50M 0.31% 82
2020
Q3 		$86M Buy
970,910
+225,874
+30% +$18.6M 0.22% 92
2020
Q2 		$59.5M Sell
745,036
-381,400
-34% -$32.2M 0.16% 119
2020
Q1 		$91.1M Buy
1,126,436
+130,218
+13% +$12M 0.31% 75
2019
Q4 		$90.9M Buy
+996,218
New +$91.3M 0.24% 84

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

Ensign Peak Advisors's DUK Position: Q1 2026 in Review

Ensign Peak Advisors reduced its Duke Energy (DUK) stake by 16% in Q1 2026, selling an estimated $33.9M and leaving 1,430,050 shares worth $187M. The position accounts for 0.35% of the portfolio, ranked #56.

Ensign Peak Advisors first reported a position in DUK in Q4 2019 and has held it in 26 quarters since. The position peaked at $292M in Q2 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Ensign Peak Advisors held 1,430,050 shares of Duke Energy worth $187M as of Q1 2026.
  • Ensign Peak Advisors sold 271,472 Duke Energy shares in Q1 2026, an estimated $33.9M.
  • Duke Energy made up 0.35% of Ensign Peak Advisors's portfolio in Q1 2026, its #56 holding.
  • Ensign Peak Advisors first reported a position in Duke Energy in Q4 2019 and has held it in 26 quarters since.
  • Ensign Peak Advisors's Duke Energy position peaked at $292M in Q2 2022.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ensign Peak Advisors's 13F filing for Q1 2026, filed 13 May 2026.