Första AP-fonden’s Duke Energy DUK Stock Holding History

Första AP-fonden’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	–	Sell	-167,300	Closed	-$19.6M	–	162
2025 Q4	$19.6M	Sell	167,300 -37,400	-18%	-$4.57M	0.12%	153
2025 Q3	$25.3M	Sell	204,700 -15,900	-7%	-$1.93M	0.15%	124
2025 Q2	$26M	Sell	220,600 -25,700	-10%	-$3.03M	0.17%	111
2025 Q1	$30M	Sell	246,300 -5,200	-2%	-$593K	0.23%	82
2024 Q4	$27.1M	Sell	251,500 -3,600	-1%	-$408K	0.19%	86
2024 Q3	$29.4M	Buy	255,100 +23,000	+10%	+$2.56M	0.23%	80
2024 Q2	$23.3M	Buy	232,100 +7,700	+3%	+$770K	0.21%	92
2024 Q1	$21.7M	Buy	224,400 +74,300	+50%	+$7.05M	0.18%	111
2023 Q4	$14.6M	Sell	150,100 -8,900	-6%	-$809K	0.15%	142
2023 Q3	$14M	Sell	159,000 -2,800	-2%	-$257K	0.16%	134
2023 Q2	$14.5M	Sell	161,800 -76,300	-32%	-$7.2M	0.16%	134
2023 Q1	$23M	Sell	238,100 -24,900	-9%	-$2.46M	0.27%	76
2022 Q4	$27.1M	Sell	263,000 -381,100	-59%	-$36.6M	0.31%	72
2022 Q3	$59.9M	Buy	644,100 +328,200	+104%	+$35.2M	0.73%	21
2022 Q2	$33.9M	Buy	315,900 +189,100	+149%	+$20.8M	0.44%	44
2022 Q1	$14.2M	Sell	126,800 -8,800	-6%	-$914K	0.16%	133
2021 Q4	$14.2M	Sell	135,600 -27,700	-17%	-$2.81M	0.14%	153
2021 Q3	$15.9M	Buy	163,300 +11,900	+8%	+$1.23M	0.18%	113
2021 Q2	$14.9M	Buy	151,400 +30,300	+25%	+$3.04M	0.18%	121
2021 Q1	$11.7M	Buy	+121,100	New	+$11.1M	0.16%	140
2020 Q1	–	Sell	-71,200	Closed	-$6.49M	–	513
2019 Q4	$6.49M	Sell	71,200 -142,200	-67%	-$13M	0.32%	49
2019 Q3	$20.5M	Sell	213,400 -9,600	-4%	-$874K	0.85%	30
2019 Q2	$19.7M	Buy	223,000 +3,000	+1%	+$265K	0.88%	31
2019 Q1	$19.8M	Buy	220,000 +4,100	+2%	+$362K	0.87%	35
2018 Q4	$18.6M	Sell	215,900 -26,399	-11%	-$2.25M	0.89%	35
2018 Q3	$19.4M	Buy	242,299 +11,100	+5%	+$898K	0.78%	35
2018 Q2	$18.3M	Sell	231,199 -148,883	-39%	-$11.5M	0.69%	42
2018 Q1	$29.4M	Buy	380,082 +292,200	+332%	+$22.6M	1.02%	28
2017 Q4	$7.39M	Buy	87,882 +2,000	+2%	+$175K	0.27%	85
2017 Q3	$7.21M	Sell	85,882 -26,346	-23%	-$2.26M	0.25%	98
2017 Q2	$9.38M	Buy	112,228 +11,500	+11%	+$967K	0.26%	110
2017 Q1	$8.26M	Sell	100,728 -35,137	-26%	-$2.79M	0.27%	103
2016 Q4	$10.5M	Sell	135,865 -71,300	-34%	-$5.46M	0.34%	92
2016 Q3	$16.6M	Buy	+207,165	New	+$17.2M	0.46%	69

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Första AP-fonden's DUK Position: Q1 2026 in Review

Första AP-fonden sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 167,300 shares — an estimated $19.6M sold.

Första AP-fonden first reported a position in DUK in Q3 2016 and held it in 34 quarters. The position peaked at $59.9M in Q3 2022. 2,475 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Första AP-fonden reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Första AP-fonden sold 167,300 Duke Energy shares in Q1 2026, an estimated $19.6M.
Första AP-fonden first reported a position in Duke Energy in Q3 2016 and held it in 34 quarters.
Första AP-fonden's Duke Energy position peaked at $59.9M in Q3 2022.
2,475 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Första AP-fonden's 13F filing for Q1 2026.