EIM
DUK icon

Essex Investment Management’s Duke Energy DUK Stock Holding History

Essex Investment 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 		$276K Sell
2,105
-17
-0.8% -$2.13K 0.04% 192
2025
Q4 		$249K Hold
2,122
– – 0.04% 193
2025
Q3 		$263K Hold
2,122
– – 0.04% 189
2025
Q2 		$250K Hold
2,122
– – 0.05% 183
2025
Q1 		$259K Sell
2,122
-6
-0.3% -$684 0.05% 175
2024
Q4 		$229K Hold
2,128
– – 0.04% 182
2024
Q3 		$245K Hold
2,128
– – 0.04% 181
2024
Q2 		$213K Sell
2,128
-163
-7% -$16.3K 0.04% 188
2024
Q1 		$222K Hold
2,291
– – 0.04% 197
2023
Q4 		$222K Hold
2,291
– – 0.04% 207
2023
Q3 		$202K Hold
2,291
– – 0.03% 265
2023
Q2 		$206K Hold
2,291
– – 0.03% 276
2023
Q1 		$221K Hold
2,291
– – 0.03% 273
2022
Q4 		$236K Sell
2,291
-93
-4% -$8.93K 0.04% 272
2022
Q3 		$222K Hold
2,384
– – 0.04% 271
2022
Q2 		$256K Hold
2,384
– – 0.04% 270
2022
Q1 		$266K Hold
2,384
– – 0.03% 289
2021
Q4 		$250K Hold
2,384
– – 0.03% 301
2021
Q3 		$233K Hold
2,384
– – 0.03% 312
2021
Q2 		$235K Hold
2,384
– – 0.03% 321
2021
Q1 		$230K Hold
2,384
– – 0.03% 335
2020
Q4 		$218K Hold
2,384
– – 0.03% 351
2020
Q3 		$211K Sell
2,384
-166
-7% -$13.7K 0.03% 351
2020
Q2 		$204K Hold
2,550
– – 0.03% 310
2020
Q1 		$206K Hold
2,550
– – 0.04% 287
2019
Q4 		$233K Hold
2,550
– – 0.03% 358
2019
Q3 		$244K Hold
2,550
– – 0.04% 347
2019
Q2 		$225K Hold
2,550
– – 0.03% 356
2019
Q1 		$230K Hold
2,550
– – 0.03% 330
2018
Q4 		$220K Sell
2,550
-63
-2% -$5.36K 0.03% 328
2018
Q3 		$209K Hold
2,613
– – 0.02% 378
2018
Q2 		$207K Buy
2,613
+1
+0% +$77 0.03% 377
2018
Q1 		$202K Hold
2,612
– – 0.03% 349
2017
Q4 		$220K Hold
2,612
– – 0.03% 341
2017
Q3 		$219K Hold
2,612
– – 0.03% 339
2017
Q2 		$218K Hold
2,612
– – 0.03% 301
2017
Q1 		$214K Buy
+2,612
New +$208K 0.03% 317
2016
Q4 		– Sell
-2,520
Closed -$202K – 350
2016
Q3 		$202K Hold
2,520
– – 0.03% 317
2016
Q2 		$216K Sell
2,520
-58
-2% -$4.64K 0.04% 294
2016
Q1 		$208K Sell
2,578
-402
-13% -$30.4K 0.04% 300
2015
Q4 		$213K Hold
2,980
– – 0.03% 290
2015
Q3 		$214K Hold
2,980
– – 0.04% 287
2015
Q2 		$210K Hold
2,980
– – 0.03% 293
2015
Q1 		$229K Sell
2,980
-101
-3% -$8.2K 0.03% 295
2014
Q4 		$257K Hold
3,081
– – 0.04% 295
2014
Q3 		$230K Hold
3,081
– – 0.04% 317
2014
Q2 		$229K Sell
3,081
-44
-1% -$3.17K 0.03% 323
2014
Q1 		$223K Hold
3,125
– – 0.03% 322
2013
Q4 		$216K Hold
3,125
– – 0.03% 341
2013
Q3 		$209K Hold
3,125
– – 0.03% 333
2013
Q2 		$211K Buy
+3,125
New +$221K 0.04% 310

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Essex Investment Management's DUK Position: Q1 2026 in Review

Essex Investment Management reduced its Duke Energy (DUK) stake by 0.8% in Q1 2026, selling an estimated $2.13K and leaving 2,105 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #192.

Essex Investment Management first reported a position in DUK in Q2 2013 and has held it in 51 quarters since. 2,476 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Essex Investment Management held 2,105 shares of Duke Energy worth $276K as of Q1 2026.
  • Essex Investment Management sold 17 Duke Energy shares in Q1 2026, an estimated $2.13K.
  • Duke Energy made up 0.04% of Essex Investment Management's portfolio in Q1 2026, its #192 holding.
  • Essex Investment Management first reported a position in Duke Energy in Q2 2013 and has held it in 51 quarters since.
  • 2,476 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.