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Fiduciary Trust’s Duke Energy DUK Stock Holding History

Fiduciary Trust’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 		$1.36M Buy
10,422
+360
+4% +$45K 0.02% 347
2025
Q4 		$1.18M Sell
10,062
-1,726
-15% -$211K 0.01% 382
2025
Q3 		$1.46M Buy
11,788
+273
+2% +$33.1K 0.02% 347
2025
Q2 		$1.36M Buy
11,515
+339
+3% +$40K 0.02% 343
2025
Q1 		$1.36M Sell
11,176
-111
-1% -$12.7K 0.02% 336
2024
Q4 		$1.22M Buy
11,287
+207
+2% +$23.4K 0.02% 323
2024
Q3 		$1.28M Sell
11,080
-27
-0.2% -$3K 0.02% 323
2024
Q2 		$1.11M Buy
11,107
+806
+8% +$80.6K 0.02% 325
2024
Q1 		$996K Sell
10,301
-405
-4% -$38.4K 0.02% 346
2023
Q4 		$1.04M Sell
10,706
-6,874
-39% -$625K 0.02% 330
2023
Q3 		$1.55M Sell
17,580
-640
-4% -$58.7K 0.03% 262
2023
Q2 		$1.64M Buy
18,220
+517
+3% +$48.8K 0.03% 259
2023
Q1 		$1.71M Buy
17,703
+2,698
+18% +$267K 0.03% 251
2022
Q4 		$1.55M Buy
15,005
+57
+0.4% +$5.47K 0.03% 273
2022
Q3 		$1.39M Buy
14,948
+14
+0.1% +$1.5K 0.03% 274
2022
Q2 		$1.6M Sell
14,934
-80
-0.5% -$8.8K 0.03% 261
2022
Q1 		$1.68M Buy
15,014
+226
+2% +$23.5K 0.03% 277
2021
Q4 		$1.55M Sell
14,788
-250
-2% -$25.3K 0.03% 286
2021
Q3 		$1.47M Sell
15,038
-253
-2% -$26.2K 0.03% 276
2021
Q2 		$1.51M Buy
15,291
+3,301
+28% +$332K 0.03% 277
2021
Q1 		$1.16M Sell
11,990
-91
-0.8% -$8.3K 0.02% 312
2020
Q4 		$1.11M Sell
12,081
-17
-0.1% -$1.57K 0.02% 308
2020
Q3 		$1.07M Sell
12,098
-553
-4% -$45.6K 0.03% 282
2020
Q2 		$1.01M Buy
12,651
+436
+4% +$36.8K 0.03% 275
2020
Q1 		$988K Buy
12,215
+71
+0.6% +$6.52K 0.03% 264
2019
Q4 		$1.11M Hold
12,144
– – 0.03% 272
2019
Q3 		$1.16M Buy
12,144
+269
+2% +$24.5K 0.03% 257
2019
Q2 		$1.05M Buy
11,875
+1,149
+11% +$102K 0.03% 257
2019
Q1 		$965K Sell
10,726
-2
-0% -$176 0.03% 264
2018
Q4 		$926K Hold
10,728
– – 0.03% 243
2018
Q3 		$858K Sell
10,728
-308
-3% -$24.9K 0.02% 273
2018
Q2 		$873K Sell
11,036
-490
-4% -$37.7K 0.03% 264
2018
Q1 		$893K Sell
11,526
-864
-7% -$66.8K 0.03% 262
2017
Q4 		$1.04M Buy
12,390
+168
+1% +$14.7K 0.03% 247
2017
Q3 		$1.03M Sell
12,222
-150
-1% -$12.8K 0.03% 245
2017
Q2 		$1.03M Buy
12,372
+748
+6% +$62.9K 0.03% 240
2017
Q1 		$953K Hold
11,624
– – 0.03% 257
2016
Q4 		$902K Sell
11,624
-136
-1% -$10.4K 0.03% 268
2016
Q3 		$941K Sell
11,760
-333
-3% -$27.6K 0.03% 265
2016
Q2 		$1.04M Buy
12,093
+7
+0.1% +$559 0.04% 251
2016
Q1 		$975K Sell
12,086
-1,110
-8% -$84K 0.03% 259
2015
Q4 		$942K Buy
13,196
+146
+1% +$10.3K 0.04% 235
2015
Q3 		$939K Sell
13,050
-427
-3% -$30.9K 0.04% 217
2015
Q2 		$951K Buy
13,477
+6,680
+98% +$505K 0.04% 216
2015
Q1 		$522K Hold
6,797
– – 0.02% 256
2014
Q4 		$568K Sell
6,797
-68
-1% -$5.48K 0.02% 250
2014
Q3 		$513K Hold
6,865
– – 0.02% 238
2014
Q2 		$509K Sell
6,865
-50
-0.7% -$3.6K 0.02% 241
2014
Q1 		$492K Sell
6,915
-365
-5% -$25.4K 0.02% 233
2013
Q4 		$502K Buy
7,280
+300
+4% +$21K 0.02% 226
2013
Q3 		$466K Hold
6,980
– – 0.02% 225
2013
Q2 		$471K Buy
+6,980
New +$493K 0.02% 226

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

Fiduciary Trust's DUK Position: Q1 2026 in Review

Fiduciary Trust increased its Duke Energy (DUK) stake by 3.6% in Q1 2026, buying an estimated $45K and bringing the position to 10,422 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #347.

Fiduciary Trust first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.71M in Q1 2023. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Fiduciary Trust held 10,422 shares of Duke Energy worth $1.36M as of Q1 2026.
  • Fiduciary Trust bought 360 Duke Energy shares in Q1 2026, an estimated $45K.
  • Duke Energy made up 0.02% of Fiduciary Trust's portfolio in Q1 2026, its #347 holding.
  • Fiduciary Trust first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • Fiduciary Trust's Duke Energy position peaked at $1.71M in Q1 2023.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.