Evercore Wealth Management’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 | $3.15M | Sell |
24,084
-503
| -2% | -$62.9K | 0.05% | 124 |
|
|
2025
Q4 | $2.88M | Buy |
24,587
+390
| +2% | +$47.6K | 0.04% | 136 |
|
|
2025
Q3 | $2.99M | Sell |
24,197
-613
| -2% | -$74.4K | 0.04% | 130 |
|
|
2025
Q2 | $2.93M | Sell |
24,810
-26
| -0.1% | -$3.07K | 0.05% | 129 |
|
|
2025
Q1 | $3.03M | Sell |
24,836
-147
| -0.6% | -$16.8K | 0.05% | 130 |
|
|
2024
Q4 | $2.69M | Sell |
24,983
-584
| -2% | -$66.2K | 0.04% | 135 |
|
|
2024
Q3 | $2.95M | Sell |
25,567
-1,450
| -5% | -$161K | 0.04% | 131 |
|
|
2024
Q2 | $2.71M | Sell |
27,017
-1,443
| -5% | -$144K | 0.04% | 134 |
|
|
2024
Q1 | $2.75M | Sell |
28,460
-3,154
| -10% | -$299K | 0.04% | 139 |
|
|
2023
Q4 | $3.07M | Sell |
31,614
-2,300
| -7% | -$209K | 0.05% | 128 |
|
|
2023
Q3 | $2.99M | Buy |
33,914
+554
| +2% | +$50.8K | 0.06% | 122 |
|
|
2023
Q2 | $2.99M | Buy |
33,360
+1,243
| +4% | +$117K | 0.05% | 125 |
|
|
2023
Q1 | $3.1M | Buy |
32,117
+4,429
| +16% | +$438K | 0.06% | 119 |
|
|
2022
Q4 | $2.85M | Sell |
27,688
-956
| -3% | -$91.8K | 0.06% | 122 |
|
|
2022
Q3 | $2.66M | Sell |
28,644
-700
| -2% | -$75.2K | 0.06% | 125 |
|
|
2022
Q2 | $3.15M | Buy |
29,344
+8
| +0% | +$880 | 0.07% | 120 |
|
|
2022
Q1 | $3.28M | Sell |
29,336
-345
| -1% | -$35.8K | 0.06% | 125 |
|
|
2021
Q4 | $3.11M | Sell |
29,681
-505
| -2% | -$51.2K | 0.05% | 133 |
|
|
2021
Q3 | $2.94M | Buy |
30,186
+472
| +2% | +$48.9K | 0.05% | 142 |
|
|
2021
Q2 | $2.93M | Sell |
29,714
-2,634
| -8% | -$265K | 0.05% | 144 |
|
|
2021
Q1 | $3.12M | Sell |
32,348
-2,226
| -6% | -$203K | 0.06% | 134 |
|
|
2020
Q4 | $3.17M | Buy |
34,574
+2,941
| +9% | +$272K | 0.07% | 123 |
|
|
2020
Q3 | $2.8M | Sell |
31,633
-953
| -3% | -$78.6K | 0.07% | 119 |
|
|
2020
Q2 | $2.6M | Buy |
32,586
+11
| +0% | +$929 | 0.07% | 125 |
|
|
2020
Q1 | $2.63M | Sell |
32,575
-865
| -3% | -$79.5K | 0.09% | 109 |
|
|
2019
Q4 | $3.05M | Sell |
33,440
-2,968
| -8% | -$272K | 0.08% | 122 |
|
|
2019
Q3 | $3.49M | Buy |
36,408
+2,185
| +6% | +$199K | 0.1% | 112 |
|
|
2019
Q2 | $3.02M | Buy |
34,223
+7,483
| +28% | +$661K | 0.09% | 122 |
|
|
2019
Q1 | $2.41M | Buy |
26,740
+2,950
| +12% | +$260K | 0.08% | 133 |
|
|
2018
Q4 | $2.05M | Sell |
23,790
-1,483
| -6% | -$126K | 0.08% | 131 |
|
|
2018
Q3 | $2.02M | Sell |
25,273
-1,731
| -6% | -$140K | 0.06% | 143 |
|
|
2018
Q2 | $2.14M | Buy |
27,004
+3,250
| +14% | +$250K | 0.07% | 136 |
|
|
2018
Q1 | $1.84M | Sell |
23,754
-608
| -2% | -$47K | 0.07% | 137 |
|
|
2017
Q4 | $2.05M | Buy |
24,362
+384
| +2% | +$33.5K | 0.08% | 135 |
|
|
2017
Q3 | $2.01M | Buy |
23,978
+45
| +0.2% | +$3.85K | 0.08% | 135 |
|
|
2017
Q2 | $2M | Sell |
23,933
-14,536
| -38% | -$1.22M | 0.08% | 135 |
|
|
2017
Q1 | $3.15M | Sell |
38,469
-5,908
| -13% | -$470K | 0.12% | 107 |
|
|
2016
Q4 | $3.44M | Sell |
44,377
-662
| -1% | -$50.7K | 0.14% | 103 |
|
|
2016
Q3 | $3.6M | Buy |
45,039
+27,170
| +152% | +$2.25M | 0.15% | 103 |
|
|
2016
Q2 | $1.53M | Buy |
17,869
+1,239
| +7% | +$99K | 0.07% | 145 |
|
|
2016
Q1 | $1.34M | Buy |
16,630
+2,898
| +21% | +$219K | 0.06% | 149 |
|
|
2015
Q4 | $981K | Buy |
13,732
+150
| +1% | +$10.5K | 0.05% | 183 |
|
|
2015
Q3 | $976K | Sell |
13,582
-1,301
| -9% | -$94.2K | 0.05% | 183 |
|
|
2015
Q2 | $1.05M | Sell |
14,883
-589
| -4% | -$44.5K | 0.05% | 195 |
|
|
2015
Q1 | $1.19M | Buy |
15,472
+313
| +2% | +$25.4K | 0.05% | 177 |
|
|
2014
Q4 | $1.27M | Sell |
15,159
-1,653
| -10% | -$133K | 0.06% | 153 |
|
|
2014
Q3 | $1.26M | Sell |
16,812
-216
| -1% | -$15.8K | 0.06% | 168 |
|
|
2014
Q2 | $1.26M | Buy |
17,028
+950
| +6% | +$68.3K | 0.07% | 166 |
|
|
2014
Q1 | $1.14M | Buy |
16,078
+6,276
| +64% | +$437K | 0.06% | 171 |
|
|
2013
Q4 | $677K | Sell |
9,802
-525
| -5% | -$36.7K | 0.04% | 228 |
|
|
2013
Q3 | $689K | Sell |
10,327
-257
| -2% | -$17.5K | 0.04% | 240 |
|
|
2013
Q2 | $715K | Buy |
+10,584
| New | +$748K | 0.04% | 240 |
|
Other funds holding DUK
VCM
VPM
Evercore Wealth Management's DUK Position: Q1 2026 in Review
Evercore Wealth Management reduced its Duke Energy (DUK) stake by 2% in Q1 2026, selling an estimated $62.9K and leaving 24,084 shares worth $3.15M. The position accounts for 0.05% of the portfolio, ranked #124.
Evercore Wealth Management first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.6M in Q3 2016. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Evercore Wealth Management held 24,084 shares of Duke Energy worth $3.15M as of Q1 2026.
- Evercore Wealth Management sold 503 Duke Energy shares in Q1 2026, an estimated $62.9K.
- Duke Energy made up 0.05% of Evercore Wealth Management's portfolio in Q1 2026, its #124 holding.
- Evercore Wealth Management first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
- Evercore Wealth Management's Duke Energy position peaked at $3.6M in Q3 2016.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.