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Goepper Burkhardt’s Duke Energy DUK Stock Holding History

Goepper Burkhardt’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 		$764K Sell
5,832
-620
-10% -$77.5K 0.26% 46
2025
Q4 		$756K Buy
6,452
+200
+3% +$24.4K 0.25% 49
2025
Q3 		$774K Hold
6,252
– – 0.26% 47
2025
Q2 		$738K Buy
6,252
+2,618
+72% +$309K 0.27% 44
2025
Q1 		$443K Sell
3,634
-20
-0.5% -$2.28K 0.18% 64
2024
Q4 		$394K Sell
3,654
-1,563
-30% -$177K 0.16% 59
2024
Q3 		$601K Sell
5,217
-550
-10% -$61.2K 0.25% 46
2024
Q2 		$578K Hold
5,767
– – 0.26% 45
2024
Q1 		$592K Buy
5,767
+1,106
+24% +$105K 0.28% 42
2023
Q4 		$427K Hold
4,661
– – 0.21% 52
2023
Q3 		$411K Hold
4,661
– – 0.25% 41
2023
Q2 		$418K Sell
4,661
-3
-0.1% -$283 0.25% 41
2023
Q1 		$450K Sell
4,664
-1
-0% -$99 0.29% 35
2022
Q4 		$480K Sell
4,665
-1,350
-22% -$130K 0.34% 33
2022
Q3 		$560K Hold
6,015
– – 0.42% 29
2022
Q2 		$645K Hold
6,015
– – 0.45% 29
2022
Q1 		$672K Sell
6,015
-206
-3% -$21.4K 0.41% 30
2021
Q4 		$653K Buy
6,221
+206
+3% +$20.9K 0.39% 30
2021
Q3 		$587K Sell
6,015
-1
-0% -$104 0.37% 32
2021
Q2 		$594K Buy
6,016
+1
+0% +$100 0.38% 32
2021
Q1 		$581K Hold
6,015
– – 0.39% 32
2020
Q4 		$551K Buy
+6,015
New +$556K 0.4% 32

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

Goepper Burkhardt's DUK Position: Q1 2026 in Review

Goepper Burkhardt reduced its Duke Energy (DUK) stake by 9.6% in Q1 2026, selling an estimated $77.5K and leaving 5,832 shares worth $764K. The position accounts for 0.26% of the portfolio, ranked #46.

Goepper Burkhardt first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. The position peaked at $774K in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Goepper Burkhardt held 5,832 shares of Duke Energy worth $764K as of Q1 2026.
  • Goepper Burkhardt sold 620 Duke Energy shares in Q1 2026, an estimated $77.5K.
  • Duke Energy made up 0.26% of Goepper Burkhardt's portfolio in Q1 2026, its #46 holding.
  • Goepper Burkhardt first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • Goepper Burkhardt's Duke Energy position peaked at $774K in Q3 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.