Hudson Value Partners’s Duke Energy DUK Stock Holding History

Hudson Value Partners’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	-4,625	Closed	-$544K	–	105
2025 Q4	$544K	Hold	4,625	–	–	0.16%	79
2025 Q3	$572K	Sell	4,625 -415	-8%	-$50.4K	0.18%	80
2025 Q2	$595K	Hold	5,040	–	–	0.21%	80
2025 Q1	$615K	Hold	5,040	–	–	0.23%	77
2024 Q4	$543K	Sell	5,040 -210	-4%	-$23.8K	0.2%	75
2024 Q3	$605K	Buy	5,250 +2,725	+108%	+$303K	0.24%	73
2024 Q2	$253K	Hold	2,525	–	–	0.11%	87
2024 Q1	$244K	Hold	2,525	–	–	0.1%	87
2023 Q4	$245K	Hold	2,525	–	–	0.11%	88
2023 Q3	$223K	Hold	2,525	–	–	0.12%	95
2023 Q2	$227K	Hold	2,525	–	–	0.12%	101
2023 Q1	$244K	Hold	2,525	–	–	0.14%	100
2022 Q4	$260K	Buy	+2,525	New	+$242K	0.16%	97

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

Hudson Value Partners's DUK Position: Q1 2026 in Review

Hudson Value Partners sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 4,625 shares — an estimated $544K sold.

Hudson Value Partners first reported a position in DUK in Q4 2022 and held it in 13 quarters. The position peaked at $615K in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Hudson Value Partners reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Hudson Value Partners sold 4,625 Duke Energy shares in Q1 2026, an estimated $544K.
Hudson Value Partners first reported a position in Duke Energy in Q4 2022 and held it in 13 quarters.
Hudson Value Partners's Duke Energy position peaked at $615K in Q1 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Hudson Value Partners's 13F filing for Q1 2026, filed 14 Apr 2026.