Hendershot Investments’s Duke Energy DUK Stock Holding History

Hendershot Investments’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	$675K	Hold	5,153	–	–	0.09%	75
2025 Q4	$604K	Sell	5,153 -291	-5%	-$35.5K	0.08%	76
2025 Q3	$674K	Hold	5,444	–	–	0.08%	75
2025 Q2	$642K	Buy	5,444 +630	+13%	+$74.3K	0.09%	76
2025 Q1	$587K	Buy	4,814 +9	+0.2%	+$1.03K	0.08%	81
2024 Q4	$518K	Sell	4,805 -255	-5%	-$28.9K	0.07%	87
2024 Q3	$583K	Hold	5,060	–	–	0.08%	80
2024 Q2	$507K	Buy	5,060 +74	+1%	+$7.4K	0.07%	86
2024 Q1	$482K	Sell	4,986 -60	-1%	-$5.69K	0.07%	86
2023 Q4	$490K	Sell	5,046 -27	-0.5%	-$2.46K	0.08%	88
2023 Q3	$448K	Hold	5,073	–	–	0.08%	84
2023 Q2	$455K	Hold	5,073	–	–	0.07%	87
2023 Q1	$489K	Sell	5,073 -510	-9%	-$50.4K	0.08%	87
2022 Q4	$575K	Hold	5,583	–	–	0.1%	88
2022 Q3	$519K	Sell	5,583 -30	-0.5%	-$3.22K	0.1%	91
2022 Q2	$602K	Hold	5,613	–	–	0.11%	88
2022 Q1	$627K	Sell	5,613 -149	-3%	-$15.5K	0.1%	92
2021 Q4	$604K	Buy	+5,762	New	+$584K	0.09%	94

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Hendershot Investments's DUK Position: Q1 2026 in Review

Hendershot Investments held its Duke Energy (DUK) position steady in Q1 2026 at 5,153 shares worth $675K. The position accounts for 0.09% of the portfolio, ranked #75.

Hendershot Investments first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Hendershot Investments held 5,153 shares of Duke Energy worth $675K as of Q1 2026.
Hendershot Investments left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.09% of Hendershot Investments's portfolio in Q1 2026, its #75 holding.
Hendershot Investments first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Hendershot Investments's 13F filing for Q1 2026, filed 27 Apr 2026.