FIM
DUK icon

FWL Investment Management’s Duke Energy DUK Stock Holding History

FWL 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 		$42.4K Sell
324
-171
-35% -$21.4K 0.01% 174
2025
Q4 		$58K Buy
495
+126
+34% +$15.4K 0.01% 146
2025
Q3 		$45.7K Buy
369
+45
+14% +$5.46K 0.01% 153
2025
Q2 		$38.2K Hold
324
– – 0.01% 165
2025
Q1 		$39.5K Hold
324
– – 0.01% 147
2024
Q4 		$34.9K Hold
324
– – 0.01% 166
2024
Q3 		$37.4K Buy
324
+174
+116% +$19.4K 0.01% 143
2024
Q2 		$15K Buy
150
+30
+25% +$3K 0.01% 166
2024
Q1 		$11.6K Buy
+120
New +$11.4K 0.01% 155
2023
Q1 		– Sell
-69
Closed -$7.11K – 102
2022
Q4 		$7.11K Buy
+69
New +$6.62K 0.01% 144

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

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

FWL Investment Management reduced its Duke Energy (DUK) stake by 35% in Q1 2026, selling an estimated $21.4K and leaving 324 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #174.

FWL Investment Management first reported a position in DUK in Q4 2022 and has held it in 10 quarters since. The position peaked at $58K in Q4 2025. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • FWL Investment Management held 324 shares of Duke Energy worth $42.4K as of Q1 2026.
  • FWL Investment Management sold 171 Duke Energy shares in Q1 2026, an estimated $21.4K.
  • Duke Energy made up 0.01% of FWL Investment Management's portfolio in Q1 2026, its #174 holding.
  • FWL Investment Management first reported a position in Duke Energy in Q4 2022 and has held it in 10 quarters since.
  • FWL Investment Management's Duke Energy position peaked at $58K in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.